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Advisory Intern, Dover DE - Summer 2024

Employer
Savant Wealth Management
Location
Dover, Delaware
Salary
$18.00 Per Hour
Closing date
Apr 29, 2024

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Job Role
Wealth Advisor
Employment Type
Full Time
Level
Internship
Experience Level
None
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? 

 

About Our Summer Internship 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:

 

  • Review brochures - make sure we have a stock of most recent Marketing brochures and destroy outdated material
  • Set up tracking for all clients’ completed Financial Planning tasks with dates when completed
  • Identify those clients that need planning meetings scheduled.
  • Assist in strategic plan to bring all clients current on planning
  • Email and follow up on Ideal Futures assessments if outdated
  • Assist with event preparation, set up and tear down of summer events
  • Organize extra office/storage room
  • Assist with miscellaneous projects as requested
  • Perform other duties as requested

 

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

 

 

A couple things to note about our Internship:

 

  • This position is based at our Dover, DE 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 June ending in August.

  • Full-time hours are expected, working Monday-Friday, 8:00AM - 5:00PM.

 

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.
  • 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 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

Company

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.

Company info
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