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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical and critical thinking skills to support the development of personalized financial strategies and enhance wealth management services. Proficient in Microsoft Office and effective in both independent and collaborative work environments.
Highest-signal resume keywords
Analytical SkillsCritical ThinkingMicrosoft Office ProficiencyOrganizational SkillsEffective Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Industry Keywords
Financial StrategiesWealth ManagementData AnalysisClient MeetingsCollaborationNetworkingMentorshipVolunteer InitiativesEmployee Resource GroupsSocial Events
About the role
Key responsibilities & impact- Support the development of personalized financial strategies to help clients achieve 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
- Work alongside professionals across multiple business lines
- Gain exposure to real-world projects, operations, and strategic decision-making
- Support and present projects, research, or operational activities to Senior Leaders
- Build connections through mentorship and collaboration
- Engage with organizational leaders through networking events, panel discussions, and career-focused conversations
- Participate in volunteer initiatives, employee resource groups, and social events
Requirements
What you’ll need- Must be at least 18 years of age
- A business-related or related college major is preferred
- Must have a high school diploma or equivalent
- Must have completed a minimum of one full year of college by May 2027
- Must have reliable transportation
- Must be available for in-person and virtual interviews
- Must be available for in-person orientation with Human Resources
- Ability to work up to 5 days on-site at a physical office location within the WSFS Bank footprint
- Must be able to participate in a full-time position (40 hours per week) within a continuous program, starting the first week of June and ending early to mid-August
- Fundamental computer proficiency, including Microsoft Office, is required
- Excellent oral and written communication is required
- Must have critical thinking and analytical skills
- Must have organizational skills and proven ability to work independently and collaboratively
- Presently authorized to work for any employer in the United States
- Must not require work visa sponsorship from WSFS Bank now or in the future
Benefits
Comp & perks- Paid internship
- Meaningful, hands-on experience
- Professional mentorship
- Exposure to senior leadership
- Collaborative project work
- Volunteer opportunities
- Valuable networking experiences
- Personal and professional development activities and resources
- Dedicated mentorship and collaboration with peers and experienced professionals
- Networking events, panel discussions, and career-focused conversations
- Volunteer initiatives, employee resource groups, and social exclusive events
- Potential continued employment opportunities upon successful completion of the program
- Medical, dental, and vision coverage
- 401(k) plan
- Life, accident, and disability insurance
- Flexible spending accounts (FSAs) and health savings accounts (HSAs)
- Wellness programs
- Paid parental leave
- Military leave
- Vacation and other paid time off
- Sick leave in accordance with applicable state laws
- Paid holidays
- Accommodation support for physical or other impairments