Advisory - Intern (Summer 2027) - On-site

Usi Insurance; Northern (KY); Hybrid; USD 25,000 - 30,000; Full time

Job summary

Savant offers a paid Summer 2027 Advisory Internship designed to provide hands-on exposure to financial planning, wealth management, and advisory services. Interns work with experienced advisors and teams to develop real client-ready analyses and presentations.

Locations include Birmingham, AL; Chicago, IL; Louisville, KY, and more, with a focus on collaboration, learning, and professional development. The program emphasizes practical experience, client service skills, and growth within an

Qualifications

• Pursuing a degree in Financial Planning, Finance, Business, Economics, or related fields.
• Interested in 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

Skills

Financial planning

Wealth management

Client relations

Professional communication

Team collaboration

Education

Pursuing degree in Finance/Business

CFP aspirant

Tools

MS Office

CRM systems

Job description

Ready to gain real-world experience in wealth management?

Do you want to grow alongside experienced mentors, contribute meaningful work, and learn in a collaborative environment where everyone's voice is valued? If you're interested in a career in financial planning, wealth management, or advisory services, ourSummer 2027 Advisory Internshipmay be the perfect opportunity for you. This opportunity is designed to provide meaningful, hands-on experience while helping you explore potential career paths within the wealth management industry.

About Our Summer Advisory Internship

At Savant, our internships aren't about busy work. They're about developing future professionals who share our passion for helping clients pursue financial peace of mind.

The Advisory Internship is a paid summer opportunity designed to provide hands-on exposure to 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 while gaining practical experience that supports long-term career growth.

Internship Locations

Internship opportunities are anticipated in the following locations:

• Birmingham, AL
• Chicago, IL
• Oak Brook, IL
• Rockford, IL
• Indianapolis, IN
• Plymouth, MI
• St. Paul, MN
• South Portland, ME
• Middletown, RI
• Indianapolis, IN
• Louisville, KY
• Summer 2027 internship program
• Paid internship opportunity
• Reliable transportation required
• Candidates must be able to commute to their assigned office location

Internship Locations

Internship opportunities are anticipated in the following locations:

• Chicago, IL
• Rockford, IL
• Lincolnshire, IL
• Middleton, WI
• Lancaster, PA

Additional opportunities may become available based on business needs and final internship approvals.

Why Choose Savant?

You'll gain:

• Exposure to multiple career paths within financial services
• Practical business experience
• Real-world project experience
• Insight into how teams collaborate to support clients and drive business results

Job Responsibilities

During this internship, you may:

• 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

Qualifications

This internship may be a strong fit for students:

• 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

What We're Looking For

Successful candidates typically:

• Are 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