Retirement Plans Internship — Summer 2027

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

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.