UNKNOWN

FEED

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. Internship opportunities are available across a variety of Wealth Management departments, including: Bryn Mawr Trust Advisory – Support Wealth Advisors, Investment Advisors, and other team members by preparing for client meetings, conducting client research, analyzing data, and assisting with financial planning activities.

WSFS Bank

2027 Summer Internship - Bryn Mawr Trust Advisory

sourcestack_via_bold

ADAPTED_NOW

Collaborate Across Services: Partner with wealth advisors, trust officers, and private banking teams to deliver seamless integrated solutions that honor clients’ long-term aspirations. WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

YEAR

Retail Office Manager

WSFS

FULL_TIME

OTHER

This includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates, family trusts, charitable trusts, and specialized Delaware trusts. This role provides an opportunity to develop your skills in the trust and estates industry, work with a diverse range of clients, and contribute to a team with a long history of excellence in serving as a corporate fiduciary for families.

JPMorgan Chase Bank, N.A.

AWM- Trust & Estates Administrator , VP

equestftpin

JPMorgan Chase & Co

linkup_via_bold

You’ll handle a variety of client service, operational, and project-based responsibilities, including: Partnering with Wealth Advisors to support UHNW clients. As a Client Service Associate, you’ll support Advisors and Operations teams to deliver high-touch service to UHNW clients.

International Search Consultants

Client Service Associate

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. Apply federal, state, and local tax laws to ensure all tax compliance and filing requirements are timely completed for assigned clients, which will primarily be the Bryn Mawr Trust Company of Delaware, a limited purpose trust company established in Delaware.

Tax Manager

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. This individual will serve as a trusted tax resource to internal partners and clients, providing technical expertise, researching complex tax matters, and assisting with tax compliance and reporting requirements.

Senior Trust Tax Accountant

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. Internship opportunities are available across a variety of Wealth Management departments, including: Bryn Mawr Trust Advisory- Support Wealth Advisors, Investment Advisors, and other team members by preparing for client meetings, conducting client research, analyzing data, and assisting with financial planning activities.

HOUR

WSFS Financial Corp

The ideal candidate will have extensive experience practicing law in the trusts and estates field and the ability to analyze complex estate planning documents, identify planning opportunities and gaps, and communicate sophisticated concepts in a practical and actionable manner to financial advisors. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Osaic

Senior Estate Planning Strategist

nas_advisorgrouporganic

Acclimate and participate in PAG's new group-wide strategic performance technology projects; contribute to outline business requirements, running User-Acceptance-Test and Production Role out of new offerings from many of our strategic products and platforms. Liaise with key business partners to ensure appropriate account/strategy performance and technology development; Collaborate with regional Tech & India PAG team in the production of accurate and timely performance measurement figures for the JPMWM line of business.

Portfolio & Performance Analyst

Through leadership of specialized Relationship Managers and collaboration with Retail Banking, Commercial Banking, Product, Marketing, and Technology teams, this role will ensure the delivery of innovative banking solutions that support the evolving needs of small business clients. As WSFS strives to become the small business bank of choice throughout its regional footprint, the Head of Business Banking will champion a relationship-driven banking strategy focused on delivering exceptional customer experiences and establishing WSFS as a trusted advisor to business owners.

SVP, Head of Business Banking

Broadbean

Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity. As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.

Northern Trust Corp

Fiduciary Account Manager

Gather data for account reconciliations, ensuring distribution requirements are met for charitable trusts, compute distribution amounts for unit-trust accounts and review fee agreements between the Bank, clients, and Co-Fiduciaries. Interact with and provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Bankers, Investment Advisors, and other bank colleagues.

City National Bank

Trust Officer

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. Job Responsibilities: Apply federal, state, and local tax laws to ensure all tax compliance and filing requirements are timely completed for assigned clients, which will primarily be the Bryn Mawr Trust Company of Delaware, a limited purpose trust company established in Delaware.

Specific rotational roles will include, but not limited to:• Operations and client & colleague service support for our 3 business areas: Commercial & Corporate Banking, Banking & Wealth Management, and Entertainment Banking • Trading and service support for our new clients and new accounts, specialty finance, interest rate, fixed income, supply chain, and a variety of other operations-based functions• Transaction and processing support across payment platforms offered through City National Bank, including Zelle, Wires, Checks, ACH, and Real Time Payments• Risk and Control coverage across our businesses and processes with an interface to internal audit and second line of defense• Program and project management responsibilities to drive strategy initiatives and transformation efforts across our businessesSpecific experience and knowledge will be gained:• Cross-asset and cross-product investments• Management of real time risk, reporting, and escalation• High Profile and High Net Worth Client and Advisor service• Data driven approach to safety, soundness, planning, and forecasting• Future technologies, and change management practice to implementation. The Banking and Investment Services Leadership & Excellence Analyst Program (LEAP) is designed to develop the technical skills, business acumen, and leadership abilities of new or recent graduates and high-performing, high-potential colleagues.

Financl Oprtns Srvcs Anlyst - Ldrship Excellence Anlyst Program

Review and trade portfolios, manage orders and execute trades across managed account business including the following: • Monitoring client activity such as: new account initial investing and phase in's, monitoring cash and security activity, and liquidating accounts. • Maintain knowledge of the investment solutions utilized throughout Private Banking, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts.

AWM- PMG, Associate/ VP

Be able to identify and address different types of trust issues, unique assets, closely held entities and making judgments to resolve matters and escalating to management and oversight committees as needed. Primary responsibilities to include trust administration and ensuring assigned personal trust relationships are administered properly and serve as a resource to team members supporting the trust administration department.

JTC Plc

Trust Officer - Private Client

Review and trade portfolios, manage orders and execute trades across managed account business including the following: Monitoring client activity such as: new account initial investing and phase in''s, monitoring cash and security activity, and liquidating accounts. Maintain knowledge of the investment solutions utilized throughout Private Banking, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts.

Wealth Management Advisor Jobs in Delaware

2027 Summer Internship - Bryn Mawr Trust Advisory WSFS Bank

Retail Office Manager WSFS Bank

AWM- Trust & Estates Administrator , VP JPMorgan Chase Bank, N.A.

AWM- Trust & Estates Administrator , VP JPMorgan Chase & Co

Client Service Associate International Search Consultants

Tax Manager WSFS Bank

Senior Trust Tax Accountant WSFS Bank

2027 Summer Internship - Bryn Mawr Trust Advisory WSFS Financial Corp

Senior Estate Planning Strategist Osaic

Portfolio & Performance Analyst JPMorgan Chase Bank, N.A.

Portfolio & Performance Analyst JPMorgan Chase & Co

SVP, Head of Business Banking WSFS Bank

Fiduciary Account Manager Northern Trust Corp

Trust Officer City National Bank

Senior Trust Tax Accountant WSFS Financial Corp

Tax Manager WSFS Financial Corp

Financl Oprtns Srvcs Anlyst - Ldrship Excellence Anlyst Program City National Bank

AWM- PMG, Associate/ VP JPMorgan Chase Bank, N.A.

Trust Officer - Private Client JTC Plc

AWM- PMG, Associate/ VP JPMorgan Chase & Co

Similar Job Searches

Stand out to leading employers.