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WSFS Bank

Community bank: commercial, retail, wealth services

Financial & Wealth Planning Intern - Bmt

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Internship · Summer 2027$18 - $21 /hr

About the Job

Requirements

  • Must be at least 18 years of age.
  • Must be pursuing an undergraduate degree and intend to return to studies following the internship.
  • Must have completed at least one full year of college by May 2027.
  • Must be able to participate in a full-time, 40-hour-per-week continuous program starting the first week of June and ending early to mid-August.
  • Must be available for in-person and virtual interviews.
  • Must be available for in-person orientation with Human Resources.
  • Must be able to work up to five days on-site at a physical office location within the WSFS Bank footprint.
  • Must have reliable transportation.
  • Fundamental computer proficiency, including Microsoft Office, is required.
  • Oral and written communication skills are required.
  • Must have critical thinking and analytical skills.
  • Must have organizational skills and the ability to work independently and collaboratively.
  • Must be presently authorized to work for any employer in the United States and must not require work visa sponsorship from WSFS Bank now or in the future to retain work authorization.

Responsibilities

  • Support the development of personalized financial strategies that help clients achieve their long-term goals.
  • Collaborate with advisors and team members to prepare for client meetings.
  • Support special projects that enhance wealth management services and operations.
  • Conduct research and data analysis to support decision-making.
  • Support and present projects, research, or operational activities within an assigned business area to senior leaders.

Desired Qualifications

  • A business-related or related college major is preferred.

About the Company

WSFS Bank

Community bank: commercial, retail, wealth services

WSFS Bank is a community bank network serving customers from 89 banking offices across Delaware, the City of Philadelphia, southeastern Pennsylvania, southern New Jersey, Virginia and Nevada. It offers a full range of financial services including commercial banking, cash management, retail banking, and trust and wealth management. Customers access services via a large ATM network (over 600 ATMs) and by using digital channels alongside in-branch support. The bank emphasizes applying new technologies to improve its services. Its differentiators include being the largest and longest-standing community bank in the Greater Delaware Valley with a broad geographic footprint, a comprehensive suite of financial services, and a strong focus on service as reflected in its brand motto. Its goal is to meet customers’ financial needs by combining local, accessible banking with modern technology while maintaining trusted community relationships

Company size
1,001-5,000
Company stage
IPO
Headquarters
Wilmington, DE
Founded
1832

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