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Savant Wealth Management · 4 weeks ago

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

Wyomissing PA - Wyomissing, PA 19610

Internship

Onsite

Intern

$18/hr - $22/hr

Start in 2026 Winter

Savant Wealth Management is offering a Spring 2026 Advisory Internship/Co-Op position for current students looking to gain practical experience in a professional environment. Interns will support advisors, assist with investment research, create marketing content, and participate in team meetings, providing an opportunity to develop entry-level skills in various areas of wealth management.

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 researchClient presentationsMoneyGuideProMicrosoft OfficeProfessional demeanorOrganizedTeam playerCommunication skillsDetail-oriented

Required

High school diploma and currently enrolled in college program, preferably pursuing a bachelor's degree in finance, financial planning, business or economics related field

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. We are unable to sponsor or take over sponsorship of an employment Visa at this time

Strong work ethic

Team player attitude

Exceptional interpersonal and communication skills, both written and verbally

Professional demeanor and comfortable working with both internal and external clients

Proficient with Word, Excel, PowerPoint, and Outlook

Organized, detail-oriented, and able to multi-task

Preferred

Experience working in MoneyGuidePro financial planning software

Students that are currently enrolled in a CFP track program and that are in their Junior year will be prioritized upon application review

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