Wealth Management Internship- Delaware - R-101246-2554

at WSFS Bank in Wilmington, Delaware, United States

Job Description

Job Description

At WSFS Bank we empower our Associates to grow their careers, we guide our Customers to secure their financial futures, and we actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salary, opportunities to advance, and more. We are the premiere, locally headquartered bank and wealth management company in the region and are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For ServiceĀ® is more than part of our name, it's our mission and our purpose.

WSFS Bank is currently seeking college students who are interested in Summer Internship opportunities within Private Wealth Management which includes Bryn Mawr Trust, Bryn Mawr Capital Management and Private Banking.

What Our Internships Offer:
  • A fun and engaging orientation day specifically designed for Summer Interns
  • A comprehensive internship curriculum, including a specified learning path, networking roadmap, and framework for a division-level team project & presentation to senior leaders
  • A dedicated network of support, including a formal mentor and peer-to-peer interaction
  • Access to networking opportunities, business line workshops, and DE&I resource groups, as well as exposure to WSFS Bank executives
  • Volunteer and community service opportunities
  • Social events to engage with peers and division leaders
  • Potential opportunity to join WSFS as a full-time Associate upon successful completion of your summer internship. (rising Seniors)

Interns will support one or more functions within the Wealth division, including:

Wealth Advisor
  • Assist Wealth Advisors, Investment Advisors, Client Service Associates and Portfolio Analysts in preparing for client meetings.
  • Work with relationship team and financial planners to prepare for client meetings and assist in the plan preparation by entering financial data into the financial planning portal.
  • Support the internal committees and assist in the preparation of accurate committee minutes that track exceptions.
  • Complete special projects designed to build wealth management capabilities, client experiences and office operations.
  • Prepare communications including mailings, faxing, emailing, filing, making copies, scanning documents, generating reports and other administrative related items as requested.
  • Perform research and analyze data for clients.

Private Banking
  • Assist Portfolio Administrators in day-to-day support of Private Banking clients, including account set up, money movement, and account modifications.
  • Create ad hoc reports to senior management, as well as projects in support of Private Banking, including market research and putting together marketing materials.
  • Learn Private Bank offering including but not limited to deposit and loan products and other services.

Bryn Mawr Trust
  • Provide general support to all aspects of trust administration and operations.
  • Support customer compliance and due diligence.
  • Support Middle Office operations.

Capstone Project
  • The internship will end with a capstone project to be presented to WSFS Senior and Executive Leaders

All internship opportunities are paid, working a full-time 40 hour per week schedule, and may be located at a designated Wealth or Trust office in either Greenville or Wilmington, DE.

The hired candidate must be legally authorized to work in the United States without an employer-sponsored petition for a visa, such as an H-1B visa. WSFS Bank does not intend to file any visa applications in connection with this opening.

Minimum Requirements that must be met to participate in the 2024 WSFS Wealth Summer Internship are as follows:
  • Must be at least 18 years of age.
  • Must be a rising junior or senior, or graduate student, pursuing a business or business-related major.
  • Exhibit initiative, and the ability to complete assigned tasks efficiently, on time, and with little supervision.
  • Effective written and oral communication and interpersonal skills.
  • The ability to collaborate and work effectively on a team.
  • Manage multiple time sensitive tasks simultaneously.
  • Proficiency in Microsoft Outlook, Word and Excel is required.
  • Ability to work in a hybrid environment, including working onsite at a physical office location.
  • Ability to work 40 hours per week, beginning June 2024 through August 2024.
  • Must be available for in-person and/or virtual interviews and orientation.
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
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Job Posting: 1239521

Posted On: Feb 25, 2024

Updated On: Feb 26, 2024

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