Summer Wealth Management Internship 2027

WSFS Bank; Wilmington (DE); On-site; USD 25,000 - 29,000; Full time

Benefits offered by this job

Mentorship program

Networking opportunities

Volunteer opportunities

Paid internship

Job summary

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

Interns may support projects to enhance services, client experiences, and efficiency, with potential for continued opportunities. Opportunities span multiple departments with onboarding, in-person orientation, and a commitment to 40 hours per week

Qualifications

• Must be at least 18 years old.
• High school diploma or equivalent required; college coursework preferred.
• Must have completed a minimum of one 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) 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.

Responsibilities

• Support Wealth Advisors, Investment Advisors, and team members by preparing for client meetings and conducting client research.
• Analyze data and assist with financial planning activities.
• Support internal committees, document meeting outcomes, and handle administrative communications and reporting.
• Contribute to special projects that enhance wealth management services, client experiences, and operational efficiency.

Skills

Excellent oral and written коммуника

Education

High School Diploma

College coursework

Tools

Microsoft Office

Job description

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

Interns may support projects to enhance services, client experiences, and efficiency, with potential for continued opportunities. Opportunities span multiple departments with onboarding, in-person orientation, and a commitment to 40 hours per week