Paid Wealth Management Internship - Financial Planning

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

Benefits offered by this job

Paid internship

Mentorship

Volunteer opportunities

Networking opportunities

Job summary

Bryn Mawr Trust, a WSFS Company, offers a 2027 Wealth Management Summer Internship Program hosted by WSFS Bank. The paid internship provides hands-on experience, mentorship, exposure to senior leadership, collaborative projects, and networking opportunities across Wealth Management departments.

Interns will support financial planning activities, assist advisors, and engage in research and data analysis while gaining exposure to real-world client scenarios and corporate operations.

Qualifications

• Must be at least 18 years of age.
• A business-related or related college major is preferred.
• Must have completed a minimum of one full year of college by May 2027.
• Must have a high school diploma or equivalent.
• Must have reliable transportation.
• Must be available for in-person and virtual interviews.
• Must be available 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 development of personalized financial strategies in wealth planning.
• Collaborate with Advisors to prepare for client meetings.
• Support projects that enhance wealth management services and operations.
• Conduct research and data analysis to support decision-making.

Skills

Excellent oral and written comms

Analytical skills

Organizational skills

Independent and collaborative work

Microsoft Office

Education

High school diploma or equivalent

One year of college completed by May 2027

Business-related major preferred

Tools

Microsoft Office

Job description

Bryn Mawr Trust, a WSFS Company, offers a 2027 Wealth Management Summer Internship Program hosted by WSFS Bank. The paid internship provides hands-on experience, mentorship, exposure to senior leadership, collaborative projects, and networking opportunities across Wealth Management departments.

Interns will support financial planning activities, assist advisors, and engage in research and data analysis while gaining exposure to real-world client scenarios and corporate operations.