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Home Flexible Job Board Summer 2027 Advisory Internship

$19–24/hr 7d ago

Summer 2027 Advisory Internship

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Savant

Rockford, IL, US

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Summary

Interns will support financial planning and advisory teams by assisting with client meeting preparation and financial analyses. They will also gain exposure to wealth management operations and collaborate with professionals across various business areas.

Job Description

Job Details: Job Location: Multiple Locations - Rockford, IL, Position Type: Intern, Salary Range: $19.00 - $24.00Hourly, Travel Percentage: Negligible, Job Shift: Day,
 

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

Qualifications:

About the company

Savant

At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people. With a full suite of financial services, we strive to provide unbiased advice, and continually refine our process to help you achieve your ideal future – whatever that looks like to you.

Do you want to start or sell a business? Travel the world? Even if your ideal future is as simple as living comfortably in retirement, we’re here for you. Our Wise Counsel encompasses a wide range of services, such as investments, financial planning, tax management, estate planning, private trust, family wealth transfer, accounting services, and retirement plans.

If you’re looking for a team dedicated to you and your family’s success, now and throughout your lives, visit us at www.savantwealth.com to find an office near you. We’d love to make a difference in your life.

Savant Wealth Management is a registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.

Founded

1986

Company size

501-1,000 employees

Industry

Computers and Electronics Manufacturing

Org type

Privately Held

Headquarters

Rockford, IL

Apply Now

About the company

Savant

At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people. With a full suite of financial services, we strive to provide unbiased advice, and continually refine our process to help you achieve your ideal future – whatever that looks like to you.

Do you want to start or sell a business? Travel the world? Even if your ideal future is as simple as living comfortably in retirement, we’re here for you. Our Wise Counsel encompasses a wide range of services, such as investments, financial planning, tax management, estate planning, private trust, family wealth transfer, accounting services, and retirement plans.

If you’re looking for a team dedicated to you and your family’s success, now and throughout your lives, visit us at www.savantwealth.com to find an office near you. We’d love to make a difference in your life.

Savant Wealth Management is a registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.

Founded

1986

Company size

501-1,000 employees

Industry

Computers and Electronics Manufacturing

Org type

Privately Held

Headquarters

Rockford, IL

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