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General information

Name
Intern Wealth Advisory Summer 2026 | Charlotte, NC
Posting Title
Intern Wealth Advisory Summer 2026 | Charlotte, NC
Ref #
2236436
Date Published
Thursday, February 19, 2026
City
Charlotte
State
North Carolina
Country
United States
Job Category
Internship Consulting
Advertised Location
US-NC-Charlotte
Working time
Part Time

Description & Requirements

Forvis Mazars Wealth Advisors, LLC, a nationally recognized Registered Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth Management professional to serve as an Associate Advisor who will assist senior wealth management advisors in working with high-net worth families in our Forvis Mazars Private Client practice.  

 

How you will contribute:  

  • Wealth Advisor Interns participate in a 10-week paid program with the following learning objectives:  
  • Gaining a comprehensive overview of the wealth management industry   
  • Having an opportunity to experience the various roles that exist within a successful RIA (Registered Investment Advisor) firm including financial planning advisor; portfolio manager; and operations  
  • Being provided the ability to develop and practice the skills needed to be a successful team member   
  • Gaining the knowledge to help the intern choose the best fit career track for their goals  
  • Delivering Forvis Mazars’ commitment to unmatched client experience through timely and responsive communication with internal and external clients.  
  • 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:  

  • Intern candidates must be working toward a financial planning degree and CPA/CFP exam eligibility  
    • Maintenance of a minimum cumulative GPA of 3.0
    • All accounting (or job‑relevant) coursework must be completed with a grade of C or above
  • Solid technical financial or accounting knowledge  
  • Proficiency with Microsoft Office  


Applicants for positions with Forvis Mazars 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. 

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