2027 Summer Internship - Bmt - Financial & Wealth Planning

Wsfs Bank; Adelaide; In loco; AUD 36.000 - 41.000; Tempo pieno

Descrizione del lavoro

Bryn Mawr Trust, a WSFS Company, is seeking driven college students for the 2027 Wealth Management Summer Internship Program. This paid, full-time internship runs June through August across Wealth Management departments.

You will gain hands-on experience, mentorship, and exposure to senior leaders while supporting projects, meetings, and research. Eligible interns may be considered for future opportunities with WSFS Bank.

Competenze

• Pursuing an undergraduate degree and plan to return to studies after the internship.
• Must be at least 18 years old and able to work full-time (40 hours/week) June–August.
• Must have completed a minimum of one full year of college by May 2027.
• Excellent communication and MS Office proficiency required.
• Willingness to participate in in-person and virtual interviews.
• Authorized to work in the United States without visa sponsorship.

Mansioni

• Assist in developing personalized financial strategies and client materials.
• Support Advisors and team members for client meetings.
• Contribute to research and data analysis to inform decisions.
• Collaborate on projects across Wealth Management departments.
• Participate in mentorship and networking activities.

Conoscenze

Communication

Analytical thinking

Organizational skills

Teamwork

Independent work

Formazione

Undergraduate student returning to studies

One college year by May 2027

Business-related major preferred

Strumenti

Microsoft Office

Descrizione del lavoro

Description

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:

Financial and Wealth Planning

-Gain hands-on experience supporting the development of personalized financial strategies that help clients achieve their long-term goals. Collaborate with Advisors and team members to prepare for client meetings, support special projects that enhance wealth management services and operations, and conduct research and data analysis to support decision-making.

What Our Internships Offer:

• Work alongside professionals across multiple business lines and gain exposure to real-world projects, operations, and strategic decision-making.


• Follow a comprehensive learning program that includes personal and professional development activities and resources.


• Opportunity to support and present on projects, research, or operational activities within an assigned business area to Senior Leaders.


• Build meaningful connections through dedicated mentorship and collaboration with peers and experienced professionals.


• Engage with leaders across the organization through networking events, panel discussions, and career-focused conversations.


• Participate in volunteer initiatives, employee resource groups, and social exclusive events designed to foster connection and professional growth.


• High-performing interns may be considered for continued employment opportunities with Bryn Mawr Trust/WSFS Bank upon successful completion of the program.

Minimum Qualifications:

• Must be at least 18 years of age.


• Pursuing an undergraduate degree with the intention to return to your studies following the internship experience.


• Must have completed a minimum of one (1) full year of college by May 2027.


• A business-related or related college major is preferred.


• 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.


• 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 have reliable transportation.


• 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.

Salary Range

$18.00 - $21.00 Per Hour

Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.

In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.