2027 Summer Internship - BMTA Endowments and Foundations

WSFS Bank•Philadelphia, PA

5d•Onsite

About The Position

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. We are seeking driven and high-performing college students with an interest in financial services to join the WSFS Bank 2027 Wealth Management Summer Internship Program. This paid internship offers meaningful, hands-on experience, professional mentorship, exposure to senior leadership, collaborative project work, volunteer opportunities, and valuable networking experiences. Internship opportunities are available across a variety of Wealth Management departments, including: Endowments and Foundations - This internship provides exposure to Endowment & Foundation services while supporting client meetings, RFP submissions, and other wealth management initiatives. The intern will work closely with advisors and team members, manage multiple priorities, and gain insight into client needs and industry processes. Additional opportunities include participating in committee activities, meeting regularly with mentors, and collaborating on various projects.

Requirements

Must be at least 18 years of age.
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 this full-time position (40 hours per week) within a continuous program, starting first week of June and ending early to mid-August.
Fundamental computer proficiency, including Microsoft Office, is required.
Excellent oral and written communication is required.
Must have critical thinking and analytical skills.
Must have organizational skills and proven ability to work independently and collaboratively.
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.

Nice To Haves

A business-related or related college major is preferred.

Responsibilities

Supporting client meetings, RFP submissions, and other wealth management initiatives.
Working closely with advisors and team members.
Managing multiple priorities.
Gaining insight into client needs and industry processes.
Participating in committee activities.
Meeting regularly with mentors.
Collaborating on various projects.
Supporting and presenting on projects, research, or operational activities within an assigned business area to Senior Leaders.