Blue Bell Private Wealth Management


Unlock Your Potential: Join Our Team and Shape Your Future!

Blue Bell Private Wealth Management is a fee-only investment management firm located in suburban Philadelphia.

Career Opportunities

Investment Advisor Representative

We are seeking a qualified individual who has at least 5 years experience directly managing investments to join our team. Please e-mail for more information.


Over the years, we have worked with hundreds of motivated students looking to further their education with real world experience. Successful candidates are highly intelligent, resourceful, entrepreneurial and willing to work hard to find answers to unsolved problems.

The Blue Bell PWM Internship Program mirrors the standard college calendar with positions available during the spring, summer, and fall. We regularly hire Analyst Interns to work with our team and assist in a variety of roles.

Below are some of the colleges and universities our intern students have attended:

  • Saint Joseph’s University
  • LaSalle University
  • Temple University
  • University of Pennsylvania
  • University of Miami
  • Cornell University
  • Cabrini College
  • Villanova University
  • Georgetown University
  • Kalamazoo College
  • Hope College
  • Drexel University
  • University of Richmond
  • Bucknell University
  • The Pennsylvania State University
  • Washington and Lee University
  • University of Pittsburgh
  • Fairfield University
  • Washington University
  • Ohio Wesleyan University
  • Syracuse University
  • Catholic University
  • University of California, Berkeley
  • Denison University
  • Holy Family University
  • Davidson College
  • Lafayette College
  • Lehigh University

To apply, please send an e-mail to



Access your personal financial planning home page. Your homepage allows you to organize, store, and monitor all your personal financial information, including access to all of your accounts, credit cards, mortgages, insurance, and investments from a wide range of sources.

Access your account information, Blue Bell quarterly reports and commentary as well as Schwab statements and tax documents.

Charles Schwab

Access your account information, statements and tax documents.



As a client of Blue Bell Private Wealth Management, LLC (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of Company Internet web site.  I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties.  This password-protected access is made available to clients of Company free of charge.  This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account.  I also understand that I will be assigned an individual password.  I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.