About the role#
This paid summer internship provides exposure to Endowment and Foundation services within the wealth management division. You will support client meetings, assist with RFP submissions, and contribute to various wealth management initiatives. You will work alongside advisors, participate in committee activities, and collaborate on projects while receiving mentorship from experienced professionals.
What you'll do#
- Support client meetings and wealth management initiatives.
- Assist with RFP submissions.
- Manage multiple priorities and tasks.
- Participate in committee activities and project collaboration.
- Meet regularly with assigned mentors.
- Take part in volunteer initiatives, employee resource groups, and company social events.
What you'll need#
- Minimum of one full year of college completed by May 2027.
- High school diploma or equivalent.
- Current enrollment in a business, finance, economics, or accounting major.
- At least 18 years of age.
- Fundamental computer skills, including Microsoft Office.
- Strong oral and written communication, analytical, and critical thinking skills.
- Organizational skills with the ability to work both independently and as part of a team.
- Ability to work 5 days on-site.
- Reliable transportation.
- Availability for in-person and virtual interviews, plus an in-person orientation.
- Authorization to work in the United States without sponsorship.
Location & details#
- Location: Philadelphia, Pennsylvania.
- Term: Summer 2027 (full-time, 40 hours per week).
- Work Modality: On-site.
About Bryn Mawr Trust
Bryn Mawr Trust operates as a division of WSFS Bank. It provides wealth management, financial planning, and private banking services. The firm focuses on investments and insurance for business owners and individual clients. It maintains headquarters in Bryn Mawr, Pennsylvania, and functions as part of the larger WSFS Financial Corporation.
How to get in at Bryn Mawr Trust
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