2027 Summer Internship - Bryn Mawr Trust Advisory

The Bryn Mawr Trust Company

Bellevue (WA)

On-site

USD 51,577,000 - 60,174,000

Full time

5 days ago
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Benefits offered by this job

Medical, dental, and vision insurance
401(k) plan
Paid holidays
Wellness programs
Paid parental leave

Job summary

Bryn Mawr Trust, a WSFS Company, invites driven college students to join the 2027 Wealth Management Summer Internship Program. This paid internship offers hands-on experience, mentorship, exposure to senior leadership, and collaboration on projects across wealth management teams.

Interns will support advisors, assist with client meetings, and contribute to initiatives that improve client experiences and operational efficiency. Opportunities for continued employment may arise after completion.

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 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.
  • 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.

Responsibilities

  • Support Wealth Advisors by preparing for client meetings and conducting client research.
  • Assist with financial planning activities and data analysis.
  • Support internal committees and document meeting outcomes.
  • Handle administrative communications and reporting.
  • Contribute to special projects that enhance wealth management services and client experiences.

Skills

Communication
Analytical thinking
Organizational skills
Independent work
Team collaboration

Education

Business-related college major
Completed ≥1 year of college by May 2027
High school diploma or equivalent

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: Bryn Mawr Trust Advisory - Support Wealth Advisors, Investment Advisors, and other team members by preparing for client meetings, conducting client research, analyzing data, and assisting with financial planning activities. Responsibilities also include supporting internal committees, documenting meeting outcomes, handling administrative communications and reporting, and contributing to special projects that enhance wealth management services, client experiences, and operational efficiency.

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.
  • 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 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.
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, dental, and vision coverage
  • a 401(k) plan
  • life, accident, and disability insurance
  • flexible spending accounts (FSAs) and 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/

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 careers@wsfsbank.com.

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.

Would you like to work with a collaborative, Client-centric team focused on community? When it’s time to take your career the next level, it’s time to look at Bryn Mawr Trust. Bryn Mawr Trust is part of WSFS, the oldest and largest locally headquartered bank and trust company in the Greater Philadelphia and Delaware region. Our organizations know that when we work together and move forward with purpose, a brighter future lies ahead. Please view our job openings if you’d like to be part of a collaborative team focused on Clients and community.

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.

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