Summer Internship Opportunity

Job Description

About the Company: Savant

Savant is a purpose-driven, fee-only, independent Registered Investment Advisor (RIA) firm whose vision is to build ideal futures for their clients, their team, and the communities they serve. Their mission is to empower every client to achieve financial peace of mind through wise counsel, unwavering advocacy, and deep expertise. Savant lives by its core values, including acting with integrity, striving for excellence, and putting people first. The company emphasizes a culture of Collective Wisdom, believing they are better together by sharing knowledge freely, supporting one another, and collaborating to find the best solutions. They are committed to investing in the next generation of professionals.

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Job Description: Summer Internship Opportunity

Savant offers a seasonal, hands-on Summer Internship Opportunity designed to give students broad exposure to the financial industry, Savant’s people, and its mission to empower clients. This internship is focused on building the next generation of professionals who share a passion for helping others achieve financial peace of mind, rather than on “busy work.” Interns will be paired with experienced professionals who champion Collective Wisdom and a collaborative learning environment.

Internship Areas:
Internships are available in various key areas across the firm, including:
• Wealth advisory
• Financial planning
• Retirement plan services
Tax preparation
• Marketing
• Investment research
• Trading & operations
• Compliance

Potential Day-to-Day Responsibilities & Exposure:
While specific tasks will vary by assigned team, interns will have real responsibilities, mentors, and learning opportunities. These may include:
• Supporting advisors in preparing client presentations and planning analyses.
• Assisting with investment research and market monitoring.
• Helping create marketing content and communications.
• Participating in team meetings and client strategy sessions.
• Gaining exposure to the firm’s compliance framework and operational processes.
• Contributing ideas to projects that support Savant’s vision.

Ideal Candidate Profile:
This internship is particularly suited for students pursuing a CFP designation who wish to experience how their studies translate into a collaborative, client-focused professional environment.

Internship Details:
• Location: Doylestown, VA Office.
• Participation: In-person participation is required, necessitating reliable transportation.
• Season: June – August, with orientation on the 1st Wednesday in June.
• Hours: Full-time, typical schedule of Monday–Friday, 8:00 AM – 5:00 PM.
• Compensation: This is a paid internship opportunity, with an hourly rate ranging from $18.00 – $22.00 per hour, depending on experience and department placement.

What Savant is Looking For (Qualifications):
To succeed in this program, candidates should:
• Possess a high school diploma and be currently enrolled in a college program, preferably pursuing a bachelor’s degree in finance, financial planning, business, or economics. (Students entering their junior year in a CFP accredited program are prioritized).
• Reside within driving distance to the Doylestown, VA office, as relocation is not offered.
• Be authorized to work for ANY employer in the U.S. (Visa sponsorship is not available).
• Demonstrate a strong work ethic and commitment to doing what’s right.
• Bring a collaborative, team-first attitude.
• Communicate clearly and professionally, both in writing and verbally.
• Be organized, detail-oriented, and comfortable managing multiple priorities.
• Have experience with Word, Excel, PowerPoint, and Outlook. Familiarity with eMoney, MoneyGuidePro, or Bloomberg is a plus.

Why Choose Savant (Intern Benefits):
As an intern, you will not only gain technical experience but also build relationships with a team that believes in your potential and wants to see you succeed. Upon completion of the program, you will have:
• A deeper understanding of how a purpose-driven, fee-only, independent RIA firm works.
• Entry-level skills to launch your career with confidence.
• Connections with experienced professionals invested in your long-term success.
• Clarity on your career direction and where your passions fit.

Application Process and Timeline:
• Application Window: Summer 2026 internship opportunities will be posted until October 24, 2025.
• Initial Review: Applications will be reviewed once postings close.
• Candidate Updates: Top candidates can expect to hear from the recruiting team around November 14, 2025.
• Next Steps: Selected applicants may be asked to complete a short writing sample questionnaire before advancing to interviews.

Savant Capital, LLC is an Equal Opportunity Employer.