2027 Summer Internship - BMTA-RIA Retirement Plans

The Bryn Mawr Trust Company; Oklahoma; On-site; USD 25,000 - 29,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) plan

Life insurance

Paid time off

Job summary

The Bryn Mawr Trust Company, a WSFS Bank subsidiary, offers a 2027 Wealth Management Summer Internship Program for driven college students seeking exposure to financial services. The paid internship combines hands-on experience, mentorship, and a capstone project presented to senior leadership.

Interns will engage with multiple Wealth Management departments, including Retirement Plans, and may pursue future full-time opportunities upon successful program completion.

Qualifications

• Must be at least 18 years of age.
• Pursuing an undergraduate degree with intent to return to studies after internship.
• Must have completed at least one full year of college by May 2027.
• Business-related or related major preferred.
• Availability for full-time work (40 hours/week) during the internship window.
• Authorized to work in the United States without visa sponsorship.

Responsibilities

• Support with performance reporting and client documentation for the Retirement Plans team.
• Assist with process improvement initiatives and prospect analysis.
• Provide administrative support and high levels of client service.
• Coordinate marketing efforts and client paperwork as needed.
• Participate in project work and cross-functional collaboration.

Skills

Attention to detail

Strong communication

Analytical thinking

Team collaboration

Education

Undergraduate student

Business-related major preferred

Tools

Microsoft Office

Job description

Job 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:

Retirement Plans

The intern will support the team by assisting with performance reporting, process improvement initiatives, client documentation, presentation preparation, and prospect analysis. This role also includes providing administrative support and delivering a high level of client service. Responsibilities may include coordinating marketing efforts, processing client paperwork, and assisting with other client service-related activities.

What Our Internship 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 professional training, career development resources, and a team-based capstone project presented to senior leadership. 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 events designed to foster connection and professional growth.

High-performing interns may be considered for future full-time opportunities with Bryn Mawr Trust upon successful completion of the program. (Rising seniors only.)

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 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.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• 401(k) plan
• Life insurance
• Accident insurance
• Disability insurance
• Flexible spending accounts (FSAs)
• Health savings accounts (HSAs)
• Wellness programs
• Paid parental leave
• Military leave
• Vacation and other paid time off
• Sick leave in accordance with applicable state laws
• 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 https://www.wsfsbank.com/about/careers/

Equal Opportunity and Disability Accommodation

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.

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 [e-mail].

About WSFS

WSFS Financial Corporation (WSFS) is a multibillion-dollar financial services company. Its primary subsidiary, WSFS Bank, is the oldest and largest locally-headquartered bank and trust company in the Greater Philadelphia and Delaware region. As of March 31, 2023, WSFS Financial Corporation had $20.3 billion in assets on its balance sheet and $65.6 billion in assets under management and administration.

WSFS operates from 119 offices, 92 of which are banking offices, located in Pennsylvania (61), Delaware (39), New Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management.

Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust, The Bryn Mawr Trust Company of Delaware, Cash Connect, NewLane Finance, Powdermill Financial Solutions, WSFS Institutional Services, WSFS Mortgage, and WSFS Wealth Investments.

Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name.

At WSFS Bank we empower our Associates to forge the careers of their dreams, we guide our Customers to secure their financial futures, and we actively support our Communities so they can fully thrive. We know that when we work together and move forward with purpose a brighter path to the future lies ahead for our Associates, our Customers, and the Communities we serve.