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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical skills and critical thinking to support Wealth Advisors and Investment Advisors in financial planning and client research. Proficient in Microsoft Office and effective communication to enhance client experiences and operational efficiency.
Highest-signal resume keywords
Client ResearchFinancial Planning SupportData AnalysisMicrosoft Office ProficiencyExcellent Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisFinancial Planning SupportClient ResearchMicrosoft Office Proficiency
Soft Skills
Critical ThinkingOrganizational SkillsCollaboration
Industry Keywords
Wealth ManagementClient ExperienceOperational Efficiency
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
- Support and present on projects, research, or operational activities to Senior Leaders
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 (1) 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, from the first week of June through early to mid-August
- Fundamental computer proficiency, including Microsoft Office, is required
- Excellent oral and written communication is required
- Critical thinking and analytical skills
- 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
- Networking experiences
- Personal and professional development activities and resources
- Networking events, panel discussions, and career-focused conversations
- Volunteer initiatives
- Employee resource groups
- Social exclusive events
- Potential continued employment opportunities upon successful completion
- Medical, dental, and vision coverage
- 401(k) plan
- Life, accident, and disability insurance
- Flexible spending accounts (FSAs)
- 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