Wealth Management Summer Internship: Retirement Plans (Paid)

WSFS Bank; Pennsylvania; On-site; USD 25,000 - 29,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan

Paid holidays

Job summary

Bryn Mawr Trust, a WSFS Company, invites driven college students to join the 2027 Wealth Management Summer Internship Program in Berwyn, PA. This paid internship offers hands-on experience, mentorship from professionals, exposure to senior leaders, and collaborative project work across Wealth Management, including Retirement Plans.

Interns will support performance reporting, client documentation, presentation preparation, and prospect analysis, with administrative duties and client service

Qualifications

• Must be at least 18 years old.
• Must have completed a minimum of one full year of college by May 2027.
• A business-related or related college major is preferred.
• Excellent oral and written communication is required.
• Must have critical thinking and analytical skills.
• Fundamental computer proficiency, including Microsoft Office, is required.

Responsibilities

• Assist with performance reporting for Retirement Plans.
• Prepare client documentation and presentations.
• Support prospect analysis and marketing coordination.
• Provide administrative support and client service-related activities.

Skills

Communication skills

Analytical skills

Organizational skills

Education

Some college coursework

Tools

Microsoft Office

Job description

Bryn Mawr Trust, a WSFS Company, invites driven college students to join the 2027 Wealth Management Summer Internship Program in Berwyn, PA. This paid internship offers hands-on experience, mentorship from professionals, exposure to senior leaders, and collaborative project work across Wealth Management, including Retirement Plans.

Interns will support performance reporting, client documentation, presentation preparation, and prospect analysis, with administrative duties and client service