Summer 2027 Wealth Advisory Internship (Paid)

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

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