2027 Wealth Planning Intern (Philadelphia)

Glenmede Trust Co; Philadelphia (Philadelphia County); Hybrid; USD 36,000 - 47,000; Part time

Job summary

Glenmede invites applicants to join its 2027 Wealth Planning Internship in Philadelphia, PA. This 10-week program runs June–August 2027 for hands-on exposure to wealth planning.

The role is hybrid, requiring in-office presence at least three days per week, with networking events, a final group project, and cross‑department exposure.

Qualifications

• Must be enrolled in a Bachelor’s degree program and a rising senior (graduating between May 2028-December 2028).
• Desire to be in a client facing role.
• Self-motivated with proactive resolutions and a strong sense of responsibility and problem-solving.
• Demonstrated ability to carry out detailed work accurately and on time.
• Ability to work under pressure and meet deadlines.

Responsibilities

• Roles and responsibilities will vary based on the department; all interns are expected to support a wide range of activities, acting, and performing professionally.
• At the end of your internship, you will have exposure to the wealth and investment management businesses, a deeper level of experience in a particular area of focus, and experience working collaboratively alongside managers and specialists of all career levels.

Skills

Client facing

Detail oriented

Time management

Problem solving

Teamwork

Education

Bachelor's degree candidate (rising senior)

Tools

Microsoft Office Suite

Excel

PowerPoint

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

2027 Wealth Planning Intern (Philadelphia)

Philadelphia, PA, US

For more than 65 years, Glenmede’s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients.

Our people are invaluable. Through a team-oriented environment, your knowledge, expertise, and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique. For further information, please visit http://www.glenmede.com .

Internship Program:

Interns will have the opportunity for personal and professional development while gaining insight into future career opportunities within our firm. The 10-week program willrun fromJune to August 2027.Program highlights include networking events, a final group project, volunteer opportunities, social outings, and exposure to professionals in all areas of the business.

The internship will be based out of our Philadelphia, PAlocation. This is a hybrid position, and the intern will be required to work in the office at least three days per week, or possibly more based on business needs.

What You’ll Gain:

• Hands-on Experience
• Skills Development

OVERVIEW:

Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management.

To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding, and addressing unique client circumstances. Our team of experts partner with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.

Wealth Planning:

Glenmede Wealth Planning advises individuals and families on complex matters related to estate planning, income taxes, insurance, retirement, budgeting, and investments, primarily through the production and presentation of financial planning deliverables.

RESPONSIBILITIES:

Roles and responsibilities will vary based on the department; all interns are expected to support a wide range of activities, acting, and performing professionally. At the end of your internship, you will have exposure to the wealth and investment management businesses, a deeper level of experience in a particular area of focus, and experience working collaboratively alongside managers and specialists of all career levels.

QUALIFICATIONS:

• Must be enrolled in a Bachelor’s degree program and a rising senior, (graduating between May 2028-December 2028).
• We accept varying majors, business majors preferred.
• Desire to be in a client facing role.
• Self-motivated with proactive resolutions and a strong sense of responsibility and problem-solving.
• Demonstrated ability to carry out detailed work accurately and on time.
• Ability to work under pressure and meet deadlines.
• Detail oriented, ability to analyze.
• Ability to work within a team and on a self-directed basis.
• Proficient with Microsoft Office Suite, including Excel and PowerPoint.
• Must be authorized to work in the United States, without sponsorship, for the internship duration.

Compensation:
The hourly rate offered for this role is $30/hour.

All communication will be sent via email.

Applications for our 2027 Summer Internship Program will close on Friday, November 27, 2026. Applications will be reviewed on a rolling basis.

Glenmede will only consider candidates who are currently authorized to work for any employer in the United States and who will not require work visa sponsorship from Glenmede now or in the future in order to retain their authorization to work in the United States.

Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede’s policy on equal employment opportunity, please visit https://www.glenmede.com/equal-opportunity-employer/ .