Paid Wealth Management Internship — Summer 2027

The Bryn Mawr Trust Company

Oklahoma

On-site

USD 25,000 - 29,000

Full time

4 days ago
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Benefits offered by this job

Medical coverage
401(k) plan
Life insurance
Disability insurance
FSAs and HSAs
Wellness programs
Parental leave
Vacation and PTO
Sick leave

Job summary

Bryn Mawr Trust, a WSFS Company, offers a paid Wealth Management Summer Internship Program for driven college students. Interns gain hands-on experience, mentorship, and exposure to senior leaders across Wealth Management departments, with opportunities to work on research, projects, and operations within a dynamic team.

The program runs June through August, with in-person and virtual interview options and potential for future employment for high performers.

Qualifications

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

  • Gain hands-on experience supporting the development of personalized financial strategies.
  • Collaborate with Advisors and team members to prepare for client meetings.
  • Support special projects that enhance wealth management services and operations.
  • Conduct research and data analysis to support decision-making.
  • Work alongside professionals across multiple business lines and gain exposure to real-world projects and operations.

Skills

Oral and written communication
Critical thinking
Analytical skills
Organizational skills
Microsoft Office

Education

High school diploma or equivalent
At least one year of college by May 2027

Tools

Microsoft Office

Job description

Bryn Mawr Trust, a WSFS Company, offers a paid Wealth Management Summer Internship Program for driven college students. Interns gain hands-on experience, mentorship, and exposure to senior leaders across Wealth Management departments, with opportunities to work on research, projects, and operations within a dynamic team.

The program runs June through August, with in-person and virtual interview options and potential for future employment for high performers.

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