Summer Intern

Job Description

About the Company: Savant

Savant is a purpose-driven, fee-only, independent Registered Investment Advisor (RIA) firm with a vision to build ideal futures for its clients, team, and the communities it serves. Their mission is to empower every client to achieve peace of mind through wise counsel, unwavering advocacy, and deep expertise. Savant lives by its core values: 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, fostering an environment where everyone’s voice is valued.

About the Job: Summer Internship Opportunity

This is a seasonal, full-time, paid internship designed to build the next generation of professionals passionate about helping others achieve financial peace of mind. Interns will experience a hands-on role providing broad exposure to the financial industry, Savant’s people, and their client-centric mission. The program emphasizes learning in a collaborative environment with wise mentors, where interns contribute meaningful work and are supported in their future growth.

Internship Highlights:

• Hands-on Experience: Interns are not assigned busy work but are given real responsibilities, real mentors, and real opportunities to learn.
• Mentorship: Interns are paired with experienced professionals who embody the “Collective Wisdom” philosophy, sharing knowledge and providing support.
• Diverse Exposure: Internships are available in key areas across the firm, including:
• Wealth advisory
• Financial planning
• Retirement plan services
• Tax preparation
• Marketing
• Investment research
• Trading & operations
• Compliance
• Typical Responsibilities/Exposure (subject to availability):
• 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 compliance frameworks and operational processes.
• Contributing ideas to projects that support the firm’s vision.
• Ideal Candidate: This internship is particularly ideal for students pursuing a CFP designation who want to see their studies applied in a client-focused, collaborative setting.

Internship Details:

• Location: Downtown Chicago Office, 200 W. Madison Ave.
• In-Person Requirement: Mandatory in-person participation with reliable transportation. Relocation is not offered.
• Duration: Seasonal, from June to August. Orientation is the 1st Wednesday in June.
• Hours: Full-time, typically Monday–Friday, 8:00 AM – 5:00 PM.
• Compensation: This is a paid internship, with an hourly rate ranging from $18.00 – $22.00 per hour, depending on experience and department placement.

What Savant is Looking For:

• Education: High school diploma and current enrollment 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: Must be within driving distance to the Downtown Chicago, IL office.
• Work Authorization: Must be authorized to work for ANY employer in the U.S. Savant is unable to sponsor or take over sponsorship of employment visas.
• Work Ethic: Strong work ethic and commitment to “doing what’s right” (a core value).
• Attitude: Collaborative, team-first attitude.
• Communication: Clear and professional communication, both written and verbal.
• Skills: Organized, detail-oriented, comfortable managing multiple priorities.
• Technical Skills: Proficient 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 gain:

• 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 their long-term success.
• Clarity on career direction and how their passions align within the industry.

Application Process & Timeline (for Summer 2026):

• Application Window: Open on the Careers Page through October 24, 2025.
• Initial Review: Applications will be reviewed once postings close.
• Candidate Updates: Top candidates will be contacted around November 14, 2025, via email from the recruiting team.
• Next Steps: Selected applicants may be asked to complete a short writing sample questionnaire before moving to interviews.