Summer Internship – Advisory

WSFS Bank

. Support Wealth Advisors, Investment Advisors, and other team members .

Posted 10/7/2026internshipWilmington • United StatesEntry Level💰 $18 - $21 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical and critical thinking skills while supporting Wealth Advisors and Investment Advisors in financial planning and client engagement. Proficient in Microsoft Office and effective in both independent and collaborative work environments.

Highest-signal resume keywords

Analytical SkillsCritical ThinkingMicrosoft Office ProficiencyOrganizational SkillsCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

CollaborationMentorshipNetworking

Industry Keywords

Wealth ManagementFinancial PlanningClient ResearchOperational EfficiencyAdministrative Communications

About the role

Key responsibilities & impact

Support Wealth Advisors, Investment Advisors, and other team members
Prepare for client meetings
Conduct client research
Analyze data
Assist with financial planning activities
Support internal committees
Document meeting outcomes
Handle administrative communications and reporting
Contribute to special projects that enhance wealth management services, client experiences, and operational efficiency
Work alongside professionals across multiple business lines on real-world projects, operations, and strategic decision-making
Follow a comprehensive learning program
Support and present on projects, research, or operational activities within an assigned business area to Senior Leaders
Build connections through mentorship and collaboration with peers and experienced professionals
Engage with 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 the 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
Opportunity to support and present on projects, research, or operational activities to Senior Leaders
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