Company Description
Wealthaxis Advisory is a growing financial advisory organization focused on helping clients build, manage, and preserve wealth through thoughtful, data-driven strategies. The firm partners with a network of advisors, institutions, and service providers to deliver comprehensive financial solutions and personalized guidance. Wealthaxis Advisory emphasizes collaboration, innovation, and ethical practices to support long-term client success. Team members are encouraged to contribute ideas, develop professionally, and work in an environment that values integrity and client-centric thinking.

Role Description
The Partner Strategist Intern will support the development and optimization of partnership strategies across Wealthaxis Advisory’s advisor and institutional network. This internship role is remote, allowing the intern to collaborate with team members virtually while contributing to key projects. Day-to-day responsibilities include assisting in market and competitor research, compiling and analyzing partner data,



and helping prepare presentations and reports on partnership performance and opportunities. The intern will support outreach initiatives, coordinate communication with existing and potential partners, and help maintain documentation related to partnership agreements and strategic plans. This role offers exposure to business development, strategy, and relationship management within the financial advisory sector.

Qualifications
- Strong analytical and research abilities, including comfort working with qualitative and quantitative data.
- Effective written and verbal communication skills for preparing reports, presentations, and partner correspondence.
- Organizational and time-management skills to handle multiple tasks, meet deadlines, and work independently in a remote workplace.
- Basic proficiency with productivity and collaboration tools (e.g., spreadsheets, presentation software, project management platforms).
- Interest in business

📌 Partner Strategist Intern (India)
🏢 Wealthaxis Advisory
📍 India