What are the responsibilities and job description for the Summer 2026 - Investment Operations Internship - Rockford, IL or Middleton, WI position at Savant Wealth Management?
Are you ready to put your academic knowledge to work in a place that believes we’re better together?
Do you want to grow alongside wise mentors, contribute meaningful work, and learn in a collaborative environment where everyone’s voice is valued? If you’re seeking an internship that will challenge you, support you, and invest in your future — you’re in the right place.
About Our Summer Internship Opportunity
At Savant, our internships aren’t about busy work — they’re about building the next generation of professionals who share our passion for helping others pursue financial peace of mind.
Our Intern position is a seasonal, hands-on role designed to give you broad exposure to our industry, our people, and the way we deliver on our mission to empower clients to build ideal futures. You’ll be paired with experienced professionals who believe in Collective Wisdom — sharing knowledge freely, supporting one another, and working together to find the best solutions.
Internships are available in key areas across our firm, including: wealth advisory, financial planning, retirement plan services, tax preparation, marketing, investment research, trading & operations, and compliance. Your day-to-day will vary depending on your assigned team, but you’ll always have real responsibilities, real mentors, and real opportunities to learn.
During this internship, you may gain exposure in the following areas, subject to availability and scheduling constraints:
Internship Details
To thrive in our internship program, you should:
At Savant, our vision is to build ideal futures for our clients, our team, and the communities we serve. Our mission is to empower every client to achieve peace of mind through wise counsel, unwavering advocacy, and deep expertise.
We live our values every day — acting with integrity, striving for excellence, and putting people first. As an intern, you won’t just gain technical experience — you’ll build relationships with a team that believes in your potential and wants to see you succeed, now and in the future.
When You Complete Our Internship Program, You’ll Have
Collective Wisdom. We’re Better Together.
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
Do you want to grow alongside wise mentors, contribute meaningful work, and learn in a collaborative environment where everyone’s voice is valued? If you’re seeking an internship that will challenge you, support you, and invest in your future — you’re in the right place.
About Our Summer Internship Opportunity
At Savant, our internships aren’t about busy work — they’re about building the next generation of professionals who share our passion for helping others pursue financial peace of mind.
Our Intern position is a seasonal, hands-on role designed to give you broad exposure to our industry, our people, and the way we deliver on our mission to empower clients to build ideal futures. You’ll be paired with experienced professionals who believe in Collective Wisdom — sharing knowledge freely, supporting one another, and working together to find the best solutions.
Internships are available in key areas across our firm, including: wealth advisory, financial planning, retirement plan services, tax preparation, marketing, investment research, trading & operations, and compliance. Your day-to-day will vary depending on your assigned team, but you’ll always have real responsibilities, real mentors, and real opportunities to learn.
During this internship, you may gain exposure in the following areas, subject to availability and scheduling constraints:
- Review ownership designations in Salesforce in relationship to account owner
- Compare Required Minimum Distributions in Salesforce and Tamarac
- Review closed account cases in the Billing queue on Salesforce
- Operate standard office equipment
- Assist with miscellaneous projects as requested
- Maintain team approach by assisting others
- Perform other duties as requested
Internship Details
- Location: This role can be based out of our headquarters in Rockford, IL or our Middleton, WI Office
- In-person participation is required; reliable transportation is needed
- Seasonal: June–August – orientation is the 1 st Wednesday in June.
- Full-time hours: Typical schedule of Monday–Friday, 8:00 AM – 5:00 PM
- Compensation: This is a paid internship opportunity. The hourly rate for this position ranges from $18.00 – $22.00 per hour, depending on experience and department placement.
To thrive in our internship program, you should:
- Have your high school diploma and be currently enrolled in a college program, preferably pursuing a bachelor’s degree in finance, financial planning, business, or economics (students entering their junior year are prioritized)
- All applicants must be within driving distance to our Rockford, IL headquarters or our Middleton, WI office as this position requires in-person support. We are not open to relocation for this opportunity.
- 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.
- Demonstrate a strong work ethic and a commitment to doing what’s right — one of our core values
- Bring a collaborative, team-first attitude
- Communicate clearly and professionally, in writing and verbally
- Be organized, detail-oriented, and comfortable managing multiple priorities
- Have experience with Word, Excel, PowerPoint, and Outlook.
At Savant, our vision is to build ideal futures for our clients, our team, and the communities we serve. Our mission is to empower every client to achieve peace of mind through wise counsel, unwavering advocacy, and deep expertise.
We live our values every day — acting with integrity, striving for excellence, and putting people first. As an intern, you won’t just gain technical experience — you’ll build relationships with a team that believes in your potential and wants to see you succeed, now and in the future.
When You Complete Our Internship Program, You’ll Have
- A deeper understanding of how a purpose-driven, fee-only, independent RIA firm works
- Entry-level skills to launch your career with confidence
- Connections with experienced professionals invested in your long-term success
- Clarity on your career direction and where your passions fit
- Application Window: Summer 2026 internship opportunities will remain posted on our Careers Page through October 24, 2025.
- Initial Review: Once postings close, our team will review all applications.
- Candidate Updates: Top candidates will begin hearing from us starting around November 14, 2025. Please keep an eye on your email for communication from our recruiting team.
- Next Steps: Selected applicants may be asked to complete a short writing sample questionnaire before moving forward to interviews.
Collective Wisdom. We’re Better Together.
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
Salary : $18 - $22
