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Form of workAbout Our Summer Advisory Intern Opportunity
The Intern position 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 goal is that your internship at Savant is an extension of the classroom where knowledge is implemented and experienced. Here are some typical intern responsibilities and opportunities, please note, these are subject to availability and scheduling constraints:
- Create a financial plan for a mock client and present at the end of the internship term.
- Observe an advisor or partner in a client meeting(s).
- Exposure to various software platforms such as eMoney, Salesforce, Holistiplan, and Junxure.
- Overview of investment models and strategies.
- Meet with employees in various roles to understand the scope and structure of Bridgeworth.
- Work with planning coordinators and associate advisors to prepare for client meetings.
- Attend Savant's (internal training program) sessions and firm social events.
- Assist with firm projects and daily administrative tasks.
*This internship may fulfill any university course requirements or CFP® experience credit for internships.
A couple things to note about our Internships:
- This position is based at our Huntsville, AL location.
- 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 Advisory 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 pursuing liberal arts degrees who have a passion for personal finance are also encouraged to apply 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 have a 3.5 Minimum overall GPA
- 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
