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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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