Job Application for Sax WA Intern at SAX Advisory Group

New

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 looking for a motivated Intern to join our Wealth Advisory team in Parsippany, NJ. The ideal student will be available to work 16–20 hours per week, with flexibility around their class schedule. Reliable transportation is required. This internship runs for six months, with the potential to extend into the summer of 2026.

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.

New Jersey Pay Range

$24 - $24 USD

Create a Job Alert

Interested in building your career at SAX Advisory Group? Get future opportunities sent straight to your email.

First Name

Last Name

Preferred First Name

Country

Phone

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

LinkedIn Profile

Are you legally eligible to work in the United States?

Select...

Can you perform the duties of this position with or without reasonable accommodation?

Select...

Describe any specialized training licenses or skills:

Do you have any relatives employed by Sax LLP?

Select...

Do you want to tell us anything else about yourself?

Will you now or in the future require sponsorship for employment visa status (e.g., H-1B visa status)?

Select...

May we contact your present employer?

Select...

How were you referred to our organization?

Have you been employed at Sax LLP previously? If so, when, and in what role?

Are you at least 18 years old?

Select...

Do you have a valid driver's license?

Select...

U.S. Standard Demographic Questions

We invite applicants to share their demographic background. If you choose to complete this survey, your responses may be used to identify areas of improvement in our hiring process.

How would you describe your gender identity?

Select...

How would you describe your racial/ethnic background?

Select...

How would you describe your sexual orientation?

Select...

Do you identify as transgender?

Select...

Do you have a disability or chronic condition (physical, visual, auditory, cognitive, mental, emotional, or other) that substantially limits one or more of your major life activities, including mobility, communication (seeing, hearing, speaking), and learning?

Select...

Are you a veteran or active member of the United States Armed Forces?

Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in SAX Advisory Group’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Gender

Select...

Are you Hispanic/Latino?

Select...

Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Veteran Status

Select...

Voluntary Self-Identification of Disability

Form CC-305

Page 1 of 1

OMB Control Number 1250-0005

Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

Alcohol or other substance use disorder (not currently using drugs illegally)
Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
Blind or low vision
Cancer (past or present)
Cardiovascular or heart disease
Celiac disease
Cerebral palsy
Deaf or serious difficulty hearing
Diabetes
Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
Epilepsy or other seizure disorder
Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
Intellectual or developmental disability
Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
Missing limbs or partially missing limbs
Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
Partial or complete paralysis (any cause)
Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
Short stature (dwarfism)
Traumatic brain injury

Disability Status

Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

Sax WA Intern

Apply for this job

U.S. Standard Demographic Questions

Voluntary Self-Identification

Voluntary Self-Identification of Disability