Intern Wealth Advisory Summer 2024
Company: FORVIS
Location: Indianapolis
Posted on: September 18, 2023
Job Description:
Description & RequirementsFORVIS Wealth Advisors, LLC, an SEC
Registered Investment Advisor, and wholly owned subsidiary of
FORVIS is seeking to add a w ealth m anagement p rofessional to
serve as an intern who will assist senior wealth management
advisors in working with high-net worth families in our FORVIS
Private Client--- practice. How you will contribute:Wealth
Management I nterns participate in a 10-week paid program with the
following learning objectives:
- Gain a comprehensive overview of the wealth management
industry
- Have an opportunity to experience the various roles that exist
within a successful Registered Investment Advisor firm including
financial planning advisor; portfolio manager; and operations
- Be provided the ability to develop and practice the skills
needed to be a successful team member
- Gain the knowledge to help the intern choose the best fit
career track for their goals Interns will participate in a capstone
project to conclude the internship, having the opportunity to
present on a topic to the firm's leadership team. The summer
internship will consist of participants from across the firm's
geographical footprint. The intern participants will be paired with
a program sponsor in their local market. We are looking for people
who have Forward Vision and:
- Effective time management
- Strong oral and written communication skills
- Ability to work well with a team as well as independently
- Problem-solving attitude
- Willingness to take initiative
- Close attention to detail
- Ability to work under pressure and against deadlines Minimum
Qualifications:
- Solid technical financial or accounting knowledge
- Proficiency with Microsoft Office
- Intern candidates must be working toward a financial planning
degree and CFP exam eligibility
- GPA of 3.0 or higher (in major and overall) preferred
Applicants for positions with FORVIS must be legally authorized to
work in the United States. Verification of employment eligibility
will be required at the time of hire. Visa sponsorship is not
available for this position.
Keywords: FORVIS, Indianapolis , Intern Wealth Advisory Summer 2024, Other , Indianapolis, Indiana
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