Spring 2026 - Advisory Internship/Co- Op - Wyomissing, PA at Savant Wealth Management

Wyomissing, Pennsylvania, United States -

Full Time

Start Date

Immediate

Expiry Date

31 Jan, 26

Salary

22.0

Posted On

02 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Communication Skills, Team Player Attitude, Professional Demeanor, Organizational Skills, Detail-Oriented, Multi-Tasking, Proficient in Word, Proficient in Excel, Proficient in PowerPoint, Proficient in Outlook, Investment Research, Market Monitoring, Client Presentations, Financial Planning, Marketing Content Creation, Compliance Framework

Industry

Financial Services

Description

Job Details Job Location: Wyomissing PA - Wyomissing, PA Position Type: Intern Salary Range: Undisclosed Travel Percentage: Negligible Job Shift: Day Description Are you a current student hoping to explore how your academic studies fit in to a professional environment? How does the potential to learn from experienced mentors, on a collaborative team, while working on real-world tasks sound? About Our Spring Co-Op Opportunity The Savant Intern position is a temporary position that exists to provide a student with a general department overview and supervised practical training. General duties will be assigned that will allow the student to develop entry level skills required in a professional workplace. The duties and responsibilities of the position will vary and will be dependent upon the department where the intern is assigned to work. Savant offers a variety of internship opportunities in the following areas: wealth advisory, financial planning, retirement plan services, tax preparation, marketing, investment research, trading and operations, and compliance. During this internship, you may gain exposure in the following areas, subject to availability and scheduling constraints: 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 our compliance framework and operational processes Contribute ideas to projects that support our vision of building ideal future This is an ideal internship for students pursuing a CFP designation who want to experience how their studies come to life in a collaborative, client-focused environment. A couple things to note about our Internship: This position is based at our Wyomissing, PA Office. Due to the nature of the work, this role will require you to work in person, so you will need to have reliable transportation. This is a seasonal role, beginning in January ending in May. 20 - 30 hours are expected, working Monday-Friday, 9:00AM - 5:00PM. Compensation: This is a paid internship opportunity. The hourly rate for this position ranges from $18.00 – $22.00 per hour, depending on experience and department placement. Qualifications The Intern position typically requires the following qualifications: To be considered for our internship programs you must have your high school diploma and be currently enrolled in college program, preferably pursuing a bachelor’s degree in finance, financial planning, business or economics related field. Students that are currently enrolled in a CFP track program and that are in their Junior year will be prioritized upon application review. All applicants must be within driving distance to our Wyomissing, PA office as this position requires in-person support. We are not open to relocation for this opportunity. 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 You will exemplify a strong work ethic You bring a team player attitude You possess exceptional interpersonal and communication skills, both written and verbally You hold yourself with a professional demeanor and be comfortable working with both internal and external clients You will be proficient with Word, Excel, PowerPoint, and Outlook. Bonus is you have experience working in MoneyGuidePro financial planning software You will be organized, detail-oriented, and able to multi-task Why Choose Savant? At Savant, our vision is to build ideal futures for our clients, our team, and the communities we serve. Our mission is to empower every client to achieve peace of mind through wise counsel, unwavering advocacy, and deep expertise. We live our values every day — acting with integrity, striving for excellence, and putting people first. As an intern, you won’t just gain technical experience — you’ll build relationships with a team that believes in your potential and wants to see you succeed, now and in the future. When you complete our internship program, you’ll have: A deeper understanding of how a purpose-driven, fee-only, independent RIA firm works Entry-level skills to launch your career with confidence Connections with experienced professionals invested in your long-term success Clarity on your career direction and where your passions fit Let us help you take the next step toward your ideal future — apply today! Collective Wisdom. We’re Better Together. 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

Responsibilities

The intern will support advisors in preparing client presentations and planning analyses, assist with investment research, and help create marketing content. They will also participate in team meetings and client strategy sessions while gaining exposure to compliance and operational processes.