Summer Internship Opportunity

Job Description

About company

Savant Capital, LLC (referred to as Savant) is described as a purpose-driven, fee-only, independent Registered Investment Advisor (RIA) firm. Their 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 peace of mind through wise counsel, unwavering advocacy, and deep expertise. Savant lives by its values every day: acting with integrity, striving for excellence, and putting people first. They believe in “Collective Wisdom” – sharing knowledge freely, supporting one another, and working together to find the best solutions, emphasizing that “We’re Better Together.”

Job Description: Summer Internship Opportunity

This is a seasonal, hands-on Intern position designed to provide broad exposure to the financial industry, Savant’s people, and their client-empowering mission. The internship focuses on building the next generation of professionals passionate about helping others achieve financial peace of mind, moving beyond “busy work” to offer meaningful contributions and real learning. Interns will be paired with experienced professionals who embody the firm’s “Collective Wisdom” philosophy.

Internship Areas and Responsibilities:
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

While day-to-day tasks will vary by assigned team, interns will always have real responsibilities, real mentors, and real opportunities to learn. Potential areas of exposure 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 the vision of building ideal futures.

Ideal Candidate Profile:
This internship is ideal for students pursuing a CFP designation who wish to experience how their studies apply in a collaborative, client-focused financial environment. Students entering their junior year in a CFP accredited program are prioritized.

Internship Details:
• Location: Wyomissing, PA Office. (Note: A discrepancy exists in the “Qualifications” section, which states “New York, NY office.” The primary “Internship Details” section specifies Wyomissing, PA.)
• In-person participation is required, necessitating reliable transportation.
• Seasonal: June–August, with orientation on the 1st Wednesday in June.
• Full-time hours: 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.

Qualifications:
To thrive in the internship program, applicants should:
• Have 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.
• Be within driving distance to the specified office location (Wyomissing, PA, based on “Internship Details”). Relocation is not offered.
• Be authorized to work for ANY employer in the U.S.; Savant is unable to sponsor or take over sponsorship of employment visas.
• Demonstrate a strong work ethic and commitment to doing what’s right.
• Possess 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.

Benefits of Completing the Internship Program:
Upon completion, interns will have:
• A deeper understanding of how a purpose-driven, fee-only, independent RIA firm operates.
• Entry-level skills to confidently launch a career.
• Connections with experienced professionals invested in long-term success.
• Clarity on career direction and how personal passions fit within the industry.

Application Process & Timeline:
• Application Window: Summer 2026 internship opportunities remain posted on the Careers Page through October 24, 2025.
• Initial Review: Once postings close, the team will review all applications.
• Candidate Updates: Top candidates will start hearing from Savant around November 14, 2025.
• Next Steps: Selected applicants may be asked to complete a short writing sample questionnaire before proceeding to interviews.