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Summer 2027 Advisory Internship

Savant
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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, 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

Internship opportunities are anticipated in the following 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

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

     

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

     

What to Expect After You Apply

Application Window:
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.

 

Apply today!

 

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