Summer Intern

Job Description

About Savant (Savant Capital, LLC)

Savant is 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 operates on core values of integrity, striving for excellence, and putting people first. They believe in “Collective Wisdom” – a philosophy that emphasizes sharing knowledge freely, supporting one another, and collaborating to find the best solutions, underscoring their belief that “We’re Better Together.” They are committed to helping others pursue financial peace of mind and empowering clients to build ideal futures.

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 how they deliver on their mission. It aims to build the next generation of professionals who share a passion for helping others achieve financial peace of mind.

Key Aspects of the Internship:

• Meaningful Work: The internship is not about busy work but focuses on giving interns real responsibilities, real mentors, and real opportunities to learn. Interns will be paired with experienced professionals who embody the “Collective Wisdom” approach.
• Areas of Exposure: 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 Responsibilities (will vary by assigned team):
• Support advisors in preparing client presentations and planning analyses.
• Assist with investment research and market monitoring.
• Help create marketing content and communications.
• Participate in team meetings and client strategy sessions.
• Gain exposure to the compliance framework and operational processes.
• Contribute ideas to projects that support the firm’s vision.
• Ideal Candidate: This internship is particularly suited for students pursuing a CFP designation who wish to experience how their academic studies translate into a collaborative, client-focused professional environment.

Internship Details:

• Location: This role is based at Savant’s Wyomissing, PA Office.
• In-person Requirement: In-person participation is mandatory, and reliable transportation is needed.
• Duration: Seasonal, running from June to August. Orientation is scheduled for the first Wednesday in June.
• Hours: Full-time, with a 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 this internship program, applicants should:

• Hold 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.
• Location Discrepancy Note: While the role is stated as being based in Wyomissing, PA, the qualifications state: “All applicants must be within driving distance to our New York, NY office as this position requires in-person support.” Candidates should clarify this with the employer if considering applying.
• Be authorized to work for ANY employer in the U.S. Savant is unable to sponsor or take over sponsorship of an employment Visa at this time.
• Demonstrate a strong work ethic and a 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 successful completion, interns will gain:

• A deeper understanding of how a purpose-driven, fee-only, independent RIA firm operates.
• Entry-level skills to confidently launch their career.
• Connections with experienced professionals invested in their long-term success.
• Clarity on their career direction and where their passions fit within the industry.

Application Process:

• Application Window: Summer 2026 internship opportunities will be posted on Savant’s Careers Page through October 24, 2025.
• Initial Review: After the application window closes, the recruiting team will review all applications.
• Candidate Updates: Top candidates are expected to be contacted around November 14, 2025.
• Next Steps: Selected applicants may be asked to complete a short writing sample questionnaire before proceeding to interviews.

Savant Capital, LLC is an Equal Opportunity Employer.