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Financial Planning Internship, Rockford IL - Summer 2024

Savant Wealth Management
Rockford, Illinois
$18.00 Per Hour
Closing date
Nov 24, 2023

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Job Role
Financial Planner
Employment Type
Full Time
Experience Level
CFP® Certification
Not necessary

Job Details

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? If you’re ready to embark on your career in the dynamic world of financial planning, check out our summer internship!


About Our Summer Financial Planning Internship Opportunity


The Savant Financial Planning Intern is a temporary position that exists to provide a student with a general department overview and supervised practical training. The duties and responsibilities of the position will vary and will be dependent upon the department where the employee is assigned to work. General duties will be assigned to give the student an overview of the department and a chance to develop some of the entry level skills required in the department.


Our financial planning Internship opportunity will focus following areas:


  • Working with a leading financial planning platform
  • Forming financial plans
  • Assisting with financial calculations for Roth conversions and funding education costs
  • Assisting with development of holistic financial plans that would include insurance, tax, investments and distributions
  • Assisting advisor teams with financial planning questions and research.


- This is the perfect internship for someone working towards a CFP designation! –


A couple other special notes about our Financial Planning internship:


  • This is a seasonal role, beginning in June ending in August.
  • Full-time hours are expected, working Monday-Friday, 8:00AM - 5:00PM.
  • This position is based at our headquarters in Rockford, IL
  • Due to the nature of the work, this role will require you to work in person, so you will need to have reliable transportation.


Requirements of Our Summer Financial Planning Intern:


  • To be considered for our internship programs you must be currently enrolled in college program
  • You will exemplify a strong work ethic
  • You bring a team player attitude
  • You possess exceptional interpersonal and communication skills
  • You hold yourself with a professional demeanor
  • You will be proficient in Microsoft Office Suite


Why Join Us?


Upon completion of our internship program, you will have a working knowledge of the business units within a growing fee-only, independent, RIA firm. You will have developed entry level skills required in a professional setting. You will have a better understanding of their ideal career path with the newly gained experience setting them up for success right out of the gate. You will also have a network of lifelong partners invested in their career success to consult with.


Let us help you on your path to your ideal career - apply today!



Collective Wisdom. We're Better Together.


If you think that most financial firms look, talk, and act alike and you’re looking for something deeper and more approachable, then we think you’re ready for our wise counsel. We believe our unpretentious, unassuming, common sense approach will help put you at ease about your finances. Our expansive team approach allows our financial advisors the depth of resources necessary to solve the most complicated problems.


We have a deep bench of in-house estate planning, taxation, and accounting specialists to analyze your situation through the lens of their respective discipline. As your team collaborates, the valuable insights from each of the members is applied to your situation. The result is a thorough plan of action that is ready for final review and execution. Since 1986, we have focused on one key principle: all financial advice should be made strictly in the best interest of the client. But it goes beyond that...we are committed to helping our clients pursue peace of mind through the insight, wisdom, and perspective we are able to offer.


If you want to be part of a culture that is defined through strong values - Savant is right for you.




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


Savant Wealth Management is a majority employee-owned, fee only, independent RIA  firm. For more than 30 years, we have worked to provide wise counsel to individuals, families, and businesses. We offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll and consulting. With over 300 employees and 24+ locations throughout the United States, we work together to help our clients and one another achieve their ideal futures. We are majority employee-owned and founder-led.

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