Summer 2027 Advisory Internship

Savant Wealth Management; Rockford (IL); On-site; USD 25,000 - 39,000; Full time

Job summary

Savant Wealth Management seeks motivated students for its Summer 2027 Advisory Internship, offering hands-on exposure to financial planning, wealth advisory services, and client relationships within a fee-only RIA. You will work with experienced advisors, participate in meetings, and develop practical skills for a future career in wealth management.

The internship emphasizes in-person participation, professional development, and collaboration across multiple business areas to help you explore

Qualifications

• Paid summer internship designed to provide hands-on exposure to financial planning, wealth advisory services, client relationships, and day-to-day work of an independent fee-only RIA.
• Interns will work alongside experienced advisors and team members while gaining practical experience that supports long-term career growth.
• In-person participation required; candidates must be able to commute to their assigned office location.

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

Professionalism

Communication skills

Interpersonal skills

Organizational skills

Teamwork

Client service mindset

Education

Pursuing degree in Financial Planning, Finance, Business, Economics

Job description

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, our Summer 2027 Advisory Internship may 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.

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

Internship Locations

• Birmingham, AL
• Huntsville, AL
• Chicago, IL
• Oak Brook, IL
• Rockford, IL
• Iowa City/Cedar Rapids, IA
• Indianapolis, IN
• Plymouth, MI
• St. Paul, MN
• South Portland, ME
• Middletown, RI
• Indianapolis, IN
• Satellite Beach, FL
• Los Gatos, CA
• Louisville, KY
• Westwood, MA

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

Internship Details

• Summer 2027 internship program
• Paid internship opportunity
• In‑person participation required
• Reliable transportation required
• Candidates must be able to commute to their assigned office location

What We're Looking For

• 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

Why Choose Savant?

Upon Completion Of The Internship, You'll Gain

• Exposure to a purpose‑driven, fee‑only wealth management firm
• Practical experience supporting financial planning and advisory professionals
• A better understanding of potential career paths within the industry
• Meaningful relationships with professionals invested in your success
• Professional skills that will support your future career goals

Application Window

What to Expect After You Apply

Applications will remain posted through Friday, October 9, 2026.

Initial Review

Our Talent Acquisition team will review applications throughout the application window and after the posting closes. During this review, we'll consider your qualifications, areas of interest, location preferences, and alignment with available internship opportunities.

Location & Opportunity Matching:

During the review process, candidates may be considered for multiple internship opportunities. Our team may match applicants to the internship location and opportunity that best align with their interests, qualifications, and business needs.

Internship Matching Process

Qualified candidates may be moved into a specific internship opportunity that best aligns with their interests, qualifications, and preferred location(s).

Candidate Updates

Candidates selected for further consideration can expect to hear from our team by Friday, October 30, 2026.

Interviews

Selected candidates may participate in one or more virtual and/or in‑person interviews with the hiring team.

Decisions

We anticipate making final internship decisions by the end of 2026.

All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.

Savant Capital LLC, is an Equal Opportunity Employer