Summer 2027 Advisory Internship

Savant • Rockford, IL

3d • $19 - $24 • Onsite

About The Position

Savants's Summer 2027 Advisory Internship is a paid summer opportunity designed to provide meaningful, hands-on experience in financial planning, wealth advisory services, client relationships, and the day-to-day work of an independent fee-only Registered Investment Advisor (RIA). Interns will work alongside experienced advisors and team members, gaining practical experience that supports long-term career growth. The internship focuses on developing future professionals who share Savant's passion for helping clients pursue financial peace of mind.

Requirements

• Currently enrolled in a college or university program
• Demonstrate a commitment to professionalism and continuous learning
• Possess strong communication and interpersonal skills
• Have strong organizational skills and attention to detail
• Enjoy working collaboratively on a team
• Have an interest in helping clients build ideal futures
• Must be authorized to work for any employer in the U.S.
• Reliable transportation required
• Candidates must be able to commute to their assigned office location

Nice To Haves

• Pursuing degrees in Financial Planning, Finance, Business, Economics, or related fields
• Interested in pursuing CFP certification
• Exploring careers in financial planning, wealth management, or advisory services

Responsibilities

• Support financial planning and advisory teams
• Assist with client meeting preparation and follow-up
• Help prepare financial planning analyses and presentations
• Participate in team meetings and professional development activities
• Gain exposure to wealth management operations and client service processes
• Collaborate with professionals across multiple business areas

Benefits

• Paid internship opportunity

What This Job Offers

• Career Level: Intern
• Education Level: No Education Listed