2027 Summer Internship - BMTA-RIA Retirement Plans

WSFS Bank; Oklahoma; On-site; USD 25,000 - 29,000; Full time

Job summary

Bryn Mawr Trust, a WSFS Company, invites driven students to join the Wealth Management Summer Internship Program. Gain hands-on experience across Wealth Management lines, with mentorship, real-world projects, and exposure to senior leadership.

The role runs 40 hours per week, starting in early June and completing in mid to late August. Success may lead to future full-time opportunities. Rising seniors welcomed.

Qualifications

• Must be at least 18 years old.
• A business-related or related college major is preferred.
• 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 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 in mid to late 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.

Responsibilities

• Support Wealth Management projects by assisting with performance reporting and process improvements.
• Prepare client documentation, presentations, and prospect analyses.
• Provide administrative support and high levels of client service.
• Coordinate marketing efforts and process client paperwork.
• Assist with other client-service related activities and mentorship opportunities.

Skills

Oral & written communication

Analytical thinking

Organizational skills

Microsoft Office

Teamwork

Education

1 year of college completed

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.
• A business-related or related college major is preferred.
• 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 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 in mid to late 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.

Salary Range:

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.

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.

Benefits:

• 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 https://www.wsfsbank.com/about/careers/

WSFS 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]. 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. Third-party recruiters and agencies should not contact Associates of WSFS Financial Corporation, WSFS Bank, or its subsidiaries directly. WSFS does not accept unsolicited candidate submissions from third-party recruiters and agencies.