2027 Summer Internship - BMT - Financial & Wealth Planning

Posted 6 Days Ago
Be an Early Applicant
2 Locations
In-Office
18-21 Hourly
Internship
Financial Services
The Role
Paid summer internship supporting financial and wealth planning activities, including personalized financial strategy development, client meeting preparation, research, data analysis, and special projects. Interns receive mentorship, professional development, networking opportunities, senior leadership exposure, and experience across wealth management functions. The program runs full-time, 40 hours per week, from early June through early to mid-August, with up to five days onsite.
Summary Generated by Built In

Job Description

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.


We are seeking driven and high-performing college students with an interest in financial services to join the WSFS Bank 2027 Wealth Management Summer Internship Program. This paid internship offers meaningful, hands-on experience, professional mentorship, exposure to senior leadership, collaborative project work, volunteer opportunities, and valuable networking experiences. Internship opportunities are available across a variety of Wealth Management departments, including:


Financial and Wealth Planning –Gain hands-on experience supporting the development of personalized financial strategies that help clients achieve their long-term goals. Collaborate with Advisors and team members to prepare for client meetings, support special projects that enhance wealth management services and operations, and conduct research and data analysis to support decision-making.

What Our Internships Offer:

  • Work alongside professionals across multiple business lines and gain exposure to real-world projects, operations, and strategic decision-making.
  • Follow a comprehensive learning program that includes personal and professional development activities and resources.
  • Opportunity to support and present on projects, research, or operational activities within an assigned business area to Senior Leaders.
  • Build meaningful connections through dedicated mentorship and collaboration with peers and experienced professionals.
  • Engage with leaders across the organization through networking events, panel discussions, and career-focused conversations.
  • Participate in volunteer initiatives, employee resource groups, and social exclusive events designed to foster connection and professional growth.
  • High-performing interns may be considered for continued employment opportunities with Bryn Mawr Trust/WSFS Bank upon successful completion of the program.

Minimum Qualifications:

  • Must be at least 18 years of age.
  • A business-related or related college major is preferred.
  • Must have a high school diploma or equivalent.
  • Must have completed a minimum of one (1) full year of college by May 2027
  • Must have reliable transportation.
  • Must be available for in-person and virtual interviews.
  • Must be available for in person orientation with Human Resources.
  • Ability to work up to 5 days on-site at a physical office location within the WSFS Bank footprint.
  • Must be able to participate in this full-time position (40 hours per week) within a continuous program, starting first week of June and ending early to mid-August.
  • Fundamental computer proficiency, including Microsoft Office, is required.
  • Excellent oral and written communication is required.
  • Must have critical thinking and analytical skills.
  • Must have organizational skills and proven ability to work independently and collaboratively.

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.


Salary Range:

$18.00 - $21.00 Per Hour

Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.

In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate’s location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at [email protected].

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Skills Required

  • At least 18 years of age
  • High school diploma or equivalent
  • Completion of at least one full year of college by May 2027
  • Reliable transportation
  • Availability for in-person and virtual interviews
  • Availability for in-person orientation with Human Resources
  • Ability to work up to five days onsite at a WSFS Bank office location
  • Availability for a full-time, continuous program of 40 hours per week from early June through early to mid-August
  • Fundamental computer proficiency, including Microsoft Office
  • Excellent oral and written communication skills
  • Critical thinking and analytical skills
  • Organizational skills and ability to work independently and collaboratively
  • Business-related or related college major
  • Current authorization to work for any employer in the United States without requiring current or future visa sponsorship

WSFS Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about WSFS Bank and has not been reviewed or approved by WSFS Bank.

  • Retirement Support — A company 401(k) match is highlighted as part of the package. Feedback suggests this strengthens long-term savings support for many roles.
  • Leave & Time Off Breadth — Paid time off and holidays are core components of the offering. Feedback suggests company-paid volunteer time adds additional flexibility for community engagement.
  • Parental & Family Support — Paid parental leave is explicitly included. Feedback suggests candidates should confirm role-specific eligibility and duration.

WSFS Bank Insights

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The Company
HQ: Wilmington, DE
2,187 Employees
Year Founded: 1832

What We Do

WSFS Financial Corporation is a multibillion-dollar financial services company. Its primary subsidiary, WSFS Bank, is the oldest and largest locally headquartered bank and trust company in the Greater Philadelphia and Delaware region. As of June 30, 2024, WSFS Financial Corporation had $20.7 billion in assets on its balance sheet and $84.9 billion in assets under management and administration. WSFS operates from 114 offices, 88 of which are banking offices, located in Pennsylvania (57), Delaware (39), New Jersey (14), Florida (2), Nevada (1) and Virginia (1) and provides comprehensive financial services including commercial banking, consumer banking, treasury management and trust and wealth management. Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust®, The Bryn Mawr Trust Company of Delaware, Cash Connect®, NewLane Finance®, Powdermill® Financial Solutions, WSFS Institutional Services®, WSFS Mortgage®, and WSFS Wealth® Investments. Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name. Member FDIC | Equal Housing Lender | NMLS #417673

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