Wealth Management Summer Internship: Mentorship & Experience

WSFS Bank; Bellevue (WA); On-site; USD 25,000 - 29,000; Full time

Benefits offered by this job

Medical coverage

401(k) plan

Paid time off

Paid holidays

Job summary

Bryn Mawr Trust, a WSFS Company, is seeking driven college students for its Wealth Management Summer Internship Program. This paid internship offers hands-on experience, mentorship, exposure to senior leadership, collaborative projects, volunteering opportunities, and valuable networking within wealth management.

Internships span Advisory support, Investment Advisory, and team roles, with potential for continued employment after completion.

Qualifications

• Must be at least 18 years old and enrolled in college by May 2027.
• Must have completed a minimum of one full year of college by May 2027.
• Excellent oral and written communication and strong analytical skills.

Responsibilities

• Support Wealth Advisors and investment teams with client meeting prep and research.
• Assist with financial planning activities and data analysis.
• Document meeting outcomes and assist with reporting and special projects.

Skills

Communication skills

MS Office

Analytical thinking

Organizational skills

Education

College student (preferred major: business)

Tools

Excel

PowerPoint

Job description

Bryn Mawr Trust, a WSFS Company, is seeking driven college students for its Wealth Management Summer Internship Program. This paid internship offers hands-on experience, mentorship, exposure to senior leadership, collaborative projects, volunteering opportunities, and valuable networking within wealth management.

Internships span Advisory support, Investment Advisory, and team roles, with potential for continued employment after completion.