Summer Advisory Internship

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.

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.

• 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

• 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

• 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

• 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

• 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

• 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

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

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.

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.

Qualified candidates may be moved into a specific internship opportunity that best aligns with their interests,…