Summer Wealth Planning Internship

Bryn Mawr Trust Co.

Berwyn (PA)

On-site

USD 25,000 - 29,000

Full time

14 days+

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

Benefits package

Job summary

Bryn Mawr Trust internships provide hands-on experience supporting the Financial and Wealth Planning team. You will assist Advisors, prepare for client meetings, and participate in research and operations projects.

This full‑time summer program runs roughly June through mid‑August in Berwyn, PA, with in‑person orientation and interviews. Compensation is $18–$21 per hour, plus a comprehensive benefits package; strong communication and teamwork are essential.

Qualifications

  • Must be at least 18 years old and have a high school diploma or equivalent.
  • Preference for a business-related college major and at least one year of college completed by May 2027.
  • Strong communication, analytical thinking, organization and teamwork are essential.

Responsibilities

  • Support wealth planning Advisors and team members in client meeting preparation.
  • Assist with research, data analysis and project work to enhance services and operations.
  • Participate in mentorship programs and cross‑functional activities.

Skills

Communication skills
Analytical thinking
Organizational skills
Team collaboration

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 internships provide hands-on experience supporting the Financial and Wealth Planning team. You will assist Advisors, prepare for client meetings, and participate in research and operations projects.

This full‑time summer program runs roughly June through mid‑August in Berwyn, PA, with in‑person orientation and interviews. Compensation is $18–$21 per hour, plus a comprehensive benefits package; strong communication and teamwork are essential.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Summer Wealth Internship: Mentorship & Real‑World Projects
Summer Wealth Internship: Mentorship & Real‑World Projects

Bryn Mawr Trust Co. • Princeton (NJ)

On-site
USD 25,000 - 29,000
Mentorship program
Networking with leaders
Career development events
Wealth Management Summer Internship: Retirement Plans (Paid)
Wealth Management Summer Internship: Retirement Plans (Paid)

WSFS Bank • Pennsylvania

On-site
USD 25,000 - 29,000
Medical, dental, and vision insurance
401(k) plan
Paid holidays
Wealth Management Summer Intern - Mentorship & Projects
Wealth Management Summer Intern - Mentorship & Projects

WSFS Bank • Rehoboth Beach (DE)

On-site
USD 25,000 - 29,000
Mentorship
Networking
Volunteer opportunities
+1
Summer Wealth Management Internship — Paid, Mentorship & Projects
Summer Wealth Management Internship — Paid, Mentorship & Projects

Bryn Mawr Trust Co. • Northern (KY)

Hybrid
USD 25,000 - 29,000
Mentorship
Networking events
Volunteer opportunities
+1
Paid Wealth Management Internship - Financial Planning
Paid Wealth Management Internship - Financial Planning

WSFS Bank • Oklahoma

On-site
USD 25,000 - 29,000
Paid internship
Mentorship
Volunteer opportunities
+1
Paid Wealth Management Summer Internship
Paid Wealth Management Summer Internship

WSFS Bank • Northern (KY)

Hybrid
USD 25,000 - 29,000
Mentorship program
Networking events
Volunteer initiatives
+1
Summer Wealth Management Internship 2027
Summer Wealth Management Internship 2027

WSFS Bank • Wilmington (DE)

On-site
USD 25,000 - 29,000
Mentorship program
Networking opportunities
Volunteer opportunities
+1
Wealth Management Summer Internship – Paid & Mentored
Wealth Management Summer Internship – Paid & Mentored

Disabled Job Seekers • Philadelphia

On-site
USD 25,000 - 29,000
Medical benefits
401(k)
Life and disability insurance
+6
Retirement Plans Internship — Summer 2027
Retirement Plans Internship — Summer 2027

WSFS Bank • Oklahoma

On-site
USD 25,000 - 29,000
Summer Investment Research Intern — Paid 10-Week Program
Summer Investment Research Intern — Paid 10-Week Program

Bryn Mawr Trust Co. • Northern (KY)

Hybrid
USD 25,000 - 29,000
Mentorship
Executive exposure
Networking events
+2