Summer Advisory Internship: Hands-on Wealth Planning (Paid)

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

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