Summer Internship

Job Description

About the Company (Savant)

Savant is a purpose-driven, fee-only, independent RIA (Registered Investment Advisor) firm that believes “we’re better together.” Their vision is to build ideal futures for their clients, team, and communities, and their mission is to empower every client to achieve financial peace of mind through wise counsel, unwavering advocacy, and deep expertise.

Savant operates on core values including integrity, striving for excellence, and putting people first. They embrace Collective Wisdom, which involves sharing knowledge freely, supporting one another, and working together to find the best solutions. The company is committed to investing in the next generation of professionals and fostering a collaborative environment where everyone’s voice is valued.

Job Description (Detailed)

This is a Summer Internship Opportunity at Savant, designed to be a seasonal, hands-on role focused on building the next generation of professionals passionate about helping others achieve financial peace of mind. It is presented as an internship that will challenge, support, and invest in an intern’s future.

Key Aspects of the Internship:

• Focus: Gaining broad exposure to the financial industry, Savant’s people, and their mission to empower clients.
• Mentorship: Interns are paired with experienced professionals who embody the “Collective Wisdom” philosophy, ensuring a supportive learning environment.
• 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
• Day-to-Day Responsibilities (may vary by team and subject to availability):
• 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 company’s vision.
• Target Candidate: This is an ideal internship for students pursuing a CFP designation who want to experience how their studies apply in a collaborative, client-focused environment.

Internship Details:

• Location: This role is based at Savant’s Wyomissing, PA Office.
• *Note on discrepancy: The “Qualifications” section also states, “All applicants must be within driving distance to our New York, NY office.” Please clarify which location is correct.• • Attendance: In-person participation is required, and reliable transportation is needed.
• Seasonality: June–August, with orientation scheduled for 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.

Qualifications (What Savant is Looking For):

To thrive in the internship program, candidates should:

• Education: 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. Students entering their junior year in a CFP accredited program are prioritized.
• Work Authorization: Must 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.
• Location: Must be within driving distance to the specified office location (Wyomissing, PA).
• Soft Skills & Values:
• Demonstrate a strong work ethic and a 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.
• Technical Skills: Have experience with Word, Excel, PowerPoint, and Outlook. Familiarity with eMoney, MoneyGuidePro, or Bloomberg is a plus.

Benefits Upon Completion of the Internship:

Interns will gain:

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

Application Process:

• Application Window: Summer 2026 internship opportunities will be 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 begin hearing from Savant around November 14, 2025, via email.
• Next Steps: Selected applicants may be asked to complete a short writing sample questionnaire before moving forward to interviews.