Wealth Management Summer Internship – Paid & Mentored

The Bryn Mawr Trust Company

Oklahoma

On-site

USD 25,000 - 29,000

Full time

11 days ago

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Benefits offered by this job

Medical coverage
Dental coverage
Vision coverage
401(k) plan
Life insurance
Paid time off

Job summary

The Bryn Mawr Trust Company, a WSFS Bank subsidiary, offers a 2027 Wealth Management Summer Internship Program for driven college students seeking exposure to financial services. The paid internship combines hands-on experience, mentorship, and a capstone project presented to senior leadership.

Interns will engage with multiple Wealth Management departments, including Retirement Plans, and may pursue future full-time opportunities upon successful program completion.

Qualifications

  • Must be at least 18 years of age.
  • Pursuing an undergraduate degree with intent to return to studies after internship.
  • Must have completed at least one full year of college by May 2027.
  • Business-related or related major preferred.
  • Availability for full-time work (40 hours/week) during the internship window.
  • Authorized to work in the United States without visa sponsorship.

Responsibilities

  • Support with performance reporting and client documentation for the Retirement Plans team.
  • Assist with process improvement initiatives and prospect analysis.
  • Provide administrative support and high levels of client service.
  • Coordinate marketing efforts and client paperwork as needed.
  • Participate in project work and cross-functional collaboration.

Skills

Attention to detail
Strong communication
Analytical thinking
Team collaboration

Education

Undergraduate student
Business-related major preferred

Tools

Microsoft Office

Job description

The Bryn Mawr Trust Company, a WSFS Bank subsidiary, offers a 2027 Wealth Management Summer Internship Program for driven college students seeking exposure to financial services. The paid internship combines hands-on experience, mentorship, and a capstone project presented to senior leadership.

Interns will engage with multiple Wealth Management departments, including Retirement Plans, and may pursue future full-time opportunities upon successful program completion.

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