Internship

As one of the nation’s premier firms for retirement plan consulting and wealth management, SageView is built on the principles of exceptional service, collaborative teamwork, and an unwavering commitment to promises kept. Our team of dedicated professionals is devoted to enhancing the financial well-being of our clients, and SageView has become the destination of choice for top financial professionals and advisory teams nationwide. Like you, we are committed to consistently exceeding client expectations. Recently, Forbes once again recognized SageView as one of America’s Top RIA Firms, highlighting our commitment to exceptional client service and long-term financial stewardship.

If you’re seeking an environment where your work is valued, where clients are the priority, and where you receive the support needed to grow and succeed, SageView is where you’ll find it—and more.

Since 1989, SageView Advisory Group, an SEC-Registered Investment Advisor (RIA), has proudly served retirement plan sponsors and individual clients across the U.S. Our expertise includes 401(k), 403(b), 457, defined benefit, and deferred compensation plans, as well as comprehensive wealth management services for individuals and families. Headquartered in Newport Beach, CA, SageView operates over 30 offices nationwide, advising on $170 billion in retirement assets (AUA) and $4 billion in advisory assets under management (AUM).

Exciting Internship Opportunities at SageView Advisory Group!

Positions: Institutional Retirement Internship & Wealth Advisory Internship

Location: Open (Hybrid & In-Person Opportunities)

Duration: 8-12 Weeks (Summer 2025)

Hours: 20-30 Hours per Week

Are you a motivated student looking to gain real-world experience in financial services? SageView Advisory Group is offering a dynamic Summer Internship Program designed to provide hands-on learning, mentorship, and professional development in the financial industry. We are excited to offer two internship tracks: Institutional Retirement Consulting and Wealth Advisory.

About the Internships

As a SageView Intern, you will gain invaluable exposure to retirement plan consulting, wealth management, and fiduciary responsibilities. This program is structured to provide interns with meaningful assignments, networking opportunities, and industry insights that will enhance your career development.

What You’ll Do:

Engage in structured onboarding, learning about SageView’s mission, culture, and operations.

Work on practical projects such as cost estimate projections, CRM updates, Retirement Income Solution documentation, and investment research.

Participate in a Capstone Project, tackling industry-related challenges such as:

Leveraging analytics, AI, or machine learning to improve sales and service.

Enhancing SageView’s competitiveness in institutional retirement services and wealth management.

Strengthening employer branding for long-term success in the financial industry.

Attend bi-weekly check-ins, mentorship meetings, and networking sessions with SageView professionals.

Gain hands-on client service experience through client visits and team-specific training.

Earn certifications in Institutional Retirement Plans (IRP) and Retirement Plan Fundamentals (RPF) (for Institutional track) or Wealth Management training modules (for Wealth track).

Who We’re Looking For:

Students pursuing a Bachelor’s degree (Junior or Senior standing preferred) in Finance, Economics, Business, or a related field.

Passion for retirement planning, wealth management, consulting, and financial services.

Strong analytical, communication, and organizational skills.

Ability to work both independently and collaboratively in a fast-paced environment.

Proficiency in Microsoft Word, Excel, and PowerPoint.

What You’ll Gain:

Competitive hourly compensation.

Hands-on industry experience with real-world projects.

Mentorship and networking with financial professionals.

Professional development through certifications and subject matter expert training.

A Certificate of Completion recognizing your contributions and learning.

Work Environment & Schedule

This internship role requires approximately 20-30 hours per week, typically within standard office hours: Monday to Friday, 8:00 AM - 5:00 PM.

Why Join Us?

This internship provides a valuable opportunity to gain insight into the retirement planning industry, learn from experienced professionals, and build foundational skills that support your long-term career aspirations.

SageView's Comprehensive Benefits: Supporting Your Professional and Personal Well-Being

At SageView, we are proud to offer a comprehensive and flexible benefits package designed to support the well-being and needs of our employees. We believe in providing benefits that help employees thrive both professionally and personally. Our benefits are tailored to offer high-quality coverage while allowing for choices that best suit individual needs and family circumstances.

Health Plans:

Free Medical and Dental coverage for employees on one plan (dependent coverage at a cost)

Additional paid plans available for medical and dental coverage

Vision plans available

Health Savings Accounts (HSAs)

Supplemental health options (Accident, Hospital Indemnity, and Critical Illness insurance)

Core Benefits (at no cost to employees):

Life Insurance and AD&D coverage

Short- and Long-Term Disability Insurance

Employee Assistance Program (EAP) for mental health, legal, and financial counseling

Caregiving support through Cariloop

Retirement Savings:

401(k) plan with employer matching contributions

Additional Perks:

Numerous paid holidays and a generous time off policy

Access to discounts through the BenefitHub marketplace

Pet insurance at discounted group rates

At SageView, we offer many additional benefits, and these are just some of the highlights of our comprehensive package designed to help employees achieve a healthy work-life balance.