SAX Wealth Advisor Intern - Summer 2026
About The Position
At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career! SAX Wealth Advisors, a division of SAX, is a leading wealth management firm focused on helping clients build, preserve, and manage their wealth through personalized financial strategies. With a holistic, client-first approach and a fiduciary standard of care, we offer a collaborative environment where innovative thinking and continuous learning are encouraged. We’re seeking a motivated Intern to support our Wealth Advisory team. The ideal candidate will be available to work part-time during the summer, Monday through Friday between 9:00 AM and 5:00 PM. Reliable transportation is required. Summary: This internship is designed to provide exposure to financial planning, investment management, and client service processes in a dynamic advisory firm. The ideal candidate is passionate about wealth management and eager to gain hands-on experience in the financial services industry.
Requirements
- Currently pursuing a Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- Strong analytical, organizational, and problem-solving skills.
- Effective written and verbal communication.
- High proficiency in Microsoft Excel, Word, and PowerPoint.
- Ability to work independently and as part of a collaborative team.
- Reliable transportation is required.
Responsibilities
- Support and assist the Wealth Advisory team with research, reporting, and investment analysis.
- Participate in team meetings and gain exposure to client relationship management processes.
- Help maintain CRM data, financial planning software, and client documentation.
- Complete ad hoc projects and administrative support as needed.
Benefits
- Real-world experience in wealth management and financial planning.
- Mentorship and networking opportunities with experienced advisors.
- Exposure to industry tools such as eMoney, Morningstar, and CRM platforms.
- A solid foundation for a future career in financial services.
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What This Job Offers
Job Type
Part-time
Career Level
Intern
