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.
Top Skills
SAX LLP Parsippany, New Jersey, USA Office
389 Interpace Pkwy, Parsippany, NJ , United States, 07054
SAX LLP New York, New York, USA Office
1040 Avenue of the Americas, New York, NY , United States, 10018
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