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Savant Wealth Management · 2 months ago

Spring 2026 - Advisory Internship/Co- Op - Wyomissing, PA

Wyomissing, PA, USA

Internship

Onsite

Intern

$18/hr - $22/hr

Start in 2026 Spring

Savant Wealth Management is a firm committed to building ideal futures for clients and communities. They are offering a Spring Co-Op opportunity for students to gain practical experience in various areas such as wealth advisory, financial planning, and investment research while working alongside experienced mentors.

ConsultingFinancial ServicesWealth Management

No H1B

Responsibilities

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

Qualification

Financial planningInvestment researchMoneyGuideProMicrosoft OfficeMulti-taskingInterpersonal skillsCommunication skillsTeam playerOrganizational skillsDetail-oriented

Required

High school diploma

Currently enrolled in a 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

All applicants must be authorized to work for ANY employer in the U.S

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

You will be organized, detail-oriented, and able to multi-task

Preferred

Experience working in MoneyGuidePro financial planning software

Company

Savant Wealth Management

Savant Wealth Management specializes in investment, financial planning, accounting, retirement plans and consultation.

Founded in 1986

Rockford, Illinois, USA

501-1000 employees

https://savantwealth.com/

Funding

Current Stage

Late Stage

Leadership Team

Brent Brodeski

Founder & Chief Executive Officer

Recent News

Business Wire

Alaris Acquisitions Launches First-of-Its-Kind Buyer Portal, Redefining RIA M&A Connectivity

2025-11-04

PR Newswire

Wellington-Altus announces nearly $400M strategic minority investment from leading private equity firm Kelso & Company, confirming $1.5B+ valuation

2025-10-20

Pulse 2.0

Savant Wealth Onboarding $1.2 Billion Firm PrairieView Partners

2025-09-10

Company data provided by crunchbase