Wealth Management Summer Internship 2027 - Paid & Mentored

WSFS Bank

Lancaster (Lancaster County)

On-site

USD 25,000 - 29,000

Full time

5 days ago
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Job summary

Bryn Mawr Trust, a WSFS Company, seeks driven college students for the WSFS Bank 2027 Wealth Management Summer Internship Program. This paid internship offers mentorship, leadership exposure, and hands-on experience across wealth management areas, including financial planning and client service.

Interns work 40 hours per week, may participate in projects and networking events, and high-performing interns may be considered for continued employment after program completion.

Qualifications

  • Must be at least 18 years old.
  • Business-related major preferred.
  • High school diploma or equivalent.
  • Completed at least one full year of college by May 2027.
  • Reliable transportation.
  • Available for in-person and virtual interviews.
  • Available for in-person orientation with HR.
  • Able to work up to 5 days on-site within WSFS Bank footprint.
  • Full-time position (40 hours/week) from early June to mid-August.
  • Proficient with Microsoft Office.
  • Excellent oral and written communication.
  • Strong critical thinking and analytical skills.
  • Organizational skills; able to work independently and collaboratively.

Responsibilities

  • Support wealth management teams with development of personalized client 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.
  • Engage in learning program and participate in leadership interactions.

Skills

Oral communication
Written communication
Critical thinking
Analytical skills
Organizational skills
Teamwork

Education

Business-related major
1 year college completed by May 2027

Tools

Microsoft Office

Job description

Bryn Mawr Trust, a WSFS Company, seeks driven college students for the WSFS Bank 2027 Wealth Management Summer Internship Program. This paid internship offers mentorship, leadership exposure, and hands-on experience across wealth management areas, including financial planning and client service.

Interns work 40 hours per week, may participate in projects and networking events, and high-performing interns may be considered for continued employment after program completion.

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