What are the responsibilities and job description for the Internship - Retirement Consulting position at SageView Advisory Group?
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 Institutional Retirement Internship Opportunities at SageView Advisory Group!
Position: Institutional Retirement Internship
Location: Open (Hybrid & In-Person Opportunities)
Duration: 8-12 Weeks (Summer 2025)
Hours: 20-30 Hours per Week
Are you a motivated student eager to gain real-world experience in institutional retirement consulting? SageView Advisory Group is offering a dynamic Summer Internship Program designed to provide hands-on learning, mentorship, and professional development in the retirement plan industry.
About the Institutional Retirement Internship
As a SageView Intern, you will gain invaluable exposure to institutional retirement plan consulting, fiduciary responsibilities, and investment strategies designed to help organizations and their employees achieve long-term retirement success. 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 in the retirement plan consulting space.
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 client service and retirement plan outcomes.
Enhancing SageView’s competitiveness in institutional retirement consulting.
Strengthening employer branding for long-term success in the retirement services 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) to deepen your knowledge of the field.
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 plan consulting, investment research, 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 retirement plan professionals.
Professional development through certifications and expert-led training.
A Certificate of Completion recognizing your contributions and learning.
Work Environment & Schedule
This internship 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 institutional retirement consulting industry, learn from experienced professionals, and build foundational skills that support your long-term career aspirations.
Ready to jumpstart your career in institutional retirement services? Apply now and become part of SageView’s mission to shape better financial futures!
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.
Salary : $20
