2027 Summer Internship - BMTA-RIA Retirement Plans

WSFS Bank•Berwyn, PA

9d•$18 - $21•Onsite

About The Position

Bryn Mawr Trust, a WSFS Company, provides wealth management services including planning and advisory services, investment management, trust and estate planning, brokerage, and investment services. The organization is seeking driven, high-performing college students interested in financial services for its paid 2027 Wealth Management Summer Internship Program. The Retirement Plans intern will assist with performance reporting, process improvement initiatives, client documentation, presentation preparation, and prospect analysis. The role also provides administrative support and client service, which may include coordinating marketing efforts, processing client paperwork, and assisting with other client service activities. The internship includes hands-on experience, professional mentorship, exposure to senior leadership, collaborative project work, volunteer opportunities, networking, professional training, career development resources, and a team-based capstone project presented to senior leadership. High-performing interns who are rising seniors may be considered for future full-time opportunities with Bryn Mawr Trust after successfully completing the program. This is a full-time, 40-hour-per-week program running continuously from the first week of June through mid to late August 2027. Interns must work five days on-site at a physical office location within the WSFS Bank footprint. The role requires work authorization in the United States without current or future need for WSFS Bank visa sponsorship.

Requirements

Must be at least 18 years of age.
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 and in-person orientation with Human Resources.
Must be able to work five days on-site at a physical office location within the WSFS Bank footprint.
Must be available to participate in a continuous full-time program of 40 hours per week, beginning the first week of June and ending in mid to late August.
Fundamental computer proficiency, including Microsoft Office, is required.
Excellent oral and written communication skills are required.
Must have critical thinking and analytical skills.
Must have organizational skills and the proven ability to work independently and collaboratively.
Must be presently authorized to work for any employer in the United States and must not require work visa sponsorship from WSFS Bank now or in the future.

Nice To Haves

A business-related or related college major is preferred.
High-performing rising seniors may be considered for future full-time opportunities after successful completion of the program.

Responsibilities

Assist with performance reporting.
Support process improvement initiatives.
Assist with client documentation and presentation preparation.
Conduct prospect analysis.
Provide administrative support and a high level of client service.
Coordinate marketing efforts.
Process client paperwork and assist with other client service-related activities.
Participate in professional training, career development, networking, volunteer initiatives, and a team-based capstone project.

Benefits

Paid internship.
Professional mentorship and exposure to senior leadership.
Professional training and career development resources.
Team-based capstone project and collaborative project work.
Networking opportunities, volunteer initiatives, employee resource groups, and social events.
Potential consideration for future full-time opportunities for high-performing rising seniors.
Medical, dental, and vision coverage.
401(k) plan.
Life, accident, and disability insurance.
Flexible spending accounts and health savings accounts.
Wellness programs.
Paid parental leave and military leave may be available.
Vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays may be available.
Eligible associates may receive discretionary and formula-based incentive and retention awards.