Jobs · Education · Massachusetts

Summer 2027 Advisory Internship

Savant Wealth Management · Westwood, MA · 4 days ago
EducationInternship
Do you want to grow alongside experienced mentors, contribute meaningful work, and learn in a collaborative environment where everyone's voice is valued? If you're interested in a career in financial planning, wealth management, or advisory services, our Summer 2027 Advisory Internship may be the perfect opportunity for you. This opportunity is designed to provide meaningful, hands-on experience while helping you explore potential career paths within the wealth management industry. About Our Summer Advisory Internship At Savant, our internships aren't about busy work. They're about developing future professionals who share our passion for helping clients pursue financial peace of mind. The Advisory Internship is a paid summer opportunity designed to provide hands-on exposure to financial planning, wealth advisory services, client relationships, and the day-to-day work of an independent fee-only Registered Investment Advisor (RIA). Interns will work alongside experienced advisors and team members while gaining practical experience that supports long-term career growth During This Internship, You May Support financial planning and advisory teamsAssist with client meeting preparation and follow-upHelp prepare financial planning analyses and presentationsParticipate in team meetings and professional development activitiesGain exposure to wealth management operations and client service processesCollaborate with professionals across multiple business areas Internship Locations Internship opportunities are anticipated in the following locations: Birmingham, ALHuntsville, ALChicago, ILOak Brook, ILRockford, ILIowa City/Cedar Rapids, IAIndianapolis, INPlymouth, MISt. Paul, MNSouth Portland, MEMiddletown, RIIndianapolis, INSatellite Beach, FLLos Gatos, CALouisville, KYWestwood, MA This Internship May Be a Strong Fit For Students Pursuing degrees in Financial Planning, Finance, Business, Economics, or related fieldsInterested in pursuing CFP certificationExploring careers in financial planning, wealth management, or advisory services Internship Details Summer 2027 internship programPaid internship opportunityIn-person participation requiredReliable transportation requiredCandidates must be able to commute to their assigned office location What We're Looking For Successful candidates typically: Are currently enrolled in a college or university programDemonstrate a commitment to professionalism and continuous learningPossess strong communication and interpersonal skillsHave strong organizational skills and attention to detailEnjoy working collaboratively on a teamHave an interest in helping clients build ideal futures Why Choose Savant? Upon Completion Of The Internship, You'll Gain Exposure to a purpose-driven, fee-only wealth management firmPractical experience supporting financial planning and advisory professionalsA better understanding of potential career paths within the industryMeaningful relationships with professionals invested in your successProfessional skills that will support your future career goals Application Window What to Expect After You Apply Applications will remain posted through Friday, October 9, 2026. Initial Review Our Talent Acquisition team will review applications throughout the application window and after the posting closes. During this review, we'll consider your qualifications, areas of interest, location preferences, and alignment with available internship opportunities. Location & Opportunity Matching: During the review process, candidates may be considered for multiple internship opportunities. Our team may match applicants to the internship location and opportunity that best align with their interests, qualifications, and business needs. Internship Matching Process Qualified candidates may be moved into a specific internship opportunity that best aligns with their interests, qualifications, and preferred location(s). Candidate Updates Candidates selected for further consideration can expect to hear from our team by Friday, October 30, 2026. Interviews Selected candidates may participate in one or more virtual and/or in-person interviews with the hiring team. Decisions We anticipate making final internship decisions by the end of 2026. Apply today! All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered. Savant Capital LLC, is an Equal Opportunity Employer

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