SAX Wealth Advisor Intern - Summer 2026

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.

Key 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.

Qualifications:

• 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.

What You’ll Gain:

• 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.

Sax Wealth Advisors is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.