Summer Wealth Management Internship — Paid, Mentorship & Projects

Bryn Mawr Trust Co.

Northern (KY)

Hybrid

USD 25,000 - 29,000

Full time

5 days ago
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Benefits offered by this job

Mentorship
Networking events
Volunteer opportunities
Paid internship

Job summary

Bryn Mawr Trust, a WSFS Bank, is offering a Wealth Management Summer Internship for driven college students seeking hands-on experience in financial services. Interns gain mentorship, exposure to senior leaders, and opportunities to work on real projects across Wealth Management, including Custody Services – T&W Management.

Selected interns will support administration and operations, participate in project work, and have access to networking events and volunteer initiatives.

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 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.
  • Must have critical thinking and analytical skills.
  • Must have organizational skills and proven ability to work independently and collaboratively.

Responsibilities

  • Support administration and operations in the Trust Wealth division.
  • Assist with Orion reporting.
  • Assist with delegated investment advisor due diligence.
  • Assist with annual stock retention and compliance reporting.
  • Support operational projects and tasks.

Skills

Oral and written communication
Critical thinking
Analytical skills
Organizational skills
Independent and collaborative work

Education

Business-related college major preferred

Tools

Microsoft Office

Job description

Bryn Mawr Trust, a WSFS Bank, is offering a Wealth Management Summer Internship for driven college students seeking hands-on experience in financial services. Interns gain mentorship, exposure to senior leaders, and opportunities to work on real projects across Wealth Management, including Custody Services – T&W Management.

Selected interns will support administration and operations, participate in project work, and have access to networking events and volunteer initiatives.

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