Summer 2026 - Investment Operations Internship - Rockford, IL or Middleton, WI

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:

• 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

This is an ideal internship for students pursuing a finance, economics, or investments major who want to experience how their studies come to life in a collaborative, client-focused environment.

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 1st 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.

What We’re Looking For

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 ov