About the role#
The BMTA-RIA Retirement Plans Internship is a paid, full-time summer program based in Berwyn, Pennsylvania. This role is designed for rising seniors who want to gain hands-on experience in wealth management. You will work alongside professionals on real-world projects and participate in a structured program that includes professional training and a team-based capstone project presented to senior leadership.
What you'll do#
- Support the team with performance reporting, process improvement initiatives, and prospect analysis.
- Prepare client documentation and presentations.
- Coordinate marketing efforts and process client paperwork.
- Provide administrative support and maintain a high level of client service.
- Assist with various client service-related activities.
What you'll need#
- You must be a rising senior currently enrolled in college.
- A major in Business Administration, Finance, Economics, or a related field is preferred.
- You must have completed at least one full year of college by May 2027.
- Proficiency in Microsoft Office and fundamental computer skills.
- Strong oral and written communication skills.
- Critical thinking, analytical abilities, and organizational skills.
- Ability to work independently and collaboratively.
- You must be at least 18 years old and hold a high school diploma or equivalent.
- You must be authorized to work in the United States without sponsorship.
Location & details#
- Location: Berwyn, Pennsylvania.
- Term: Summer 2027 (first week of June through mid to late August).
- Work Modality: This is a full-time, 40-hour per week, on-site position. You must be able to work 5 days a week at the physical office.
- Requirements: You must have reliable transportation and be available for both in-person and virtual interviews, as well as an in-person orientation with Human Resources.
About WSFS Bank
WSFS Bank is a financial services company based in Wilmington, Delaware. Founded in 1832, it serves as the primary subsidiary of WSFS Financial Corporation. The company provides commercial and consumer banking, wealth management, and treasury services across several states. It operates 115 offices and manages over 20 billion dollars in assets.
How to get in at WSFS Bank
Applying early to WSFS Bank gives you a distinct advantage because recruiters review applications before the volume becomes unmanageable. Intern Insider sends an instant alert the moment a role matching your target is published, so you can submit your materials among the first candidates. Getting your resume in front of a human early is a practical way to stand out in a competitive cycle. You can also use Intern Insider to surface the specific recruiters behind WSFS Bank roles. Reaching out directly to ask a thoughtful question or request a referral often improves your response rate compared to waiting in a digital queue. It is a professional way to show genuine interest in the company while making a connection.
