Wealth Management Summer Internship - BMTA-RIA Retirement Plans

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    WSFS Bank

    1,001-5,000 employeesWilmington, DEBanking
    Actively hiringPaidSummer 2027Banking
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    Best applied by Oct 19

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    About the role#

    WSFS Bank is looking for college students to join the 2027 Wealth Management Summer Internship Program. This paid, full-time role focuses on the BMTA-RIA Retirement Plans team. You will gain hands-on experience through real-world projects and professional mentorship. The program runs from early June through late August.

    What you'll do#

    • Support the team with performance reporting and prospect analysis.
    • Assist with process improvement initiatives and client documentation.
    • Prepare presentations and process client paperwork.
    • Provide administrative support and deliver client service.
    • Coordinate marketing efforts.
    • Participate in a team-based capstone project presented to senior leadership.
    • Engage with leaders through networking events and panels.
    • Take part in professional training, career development, volunteer initiatives, and employee resource groups.

    What you'll need#

    • Completed at least one full year of college by May 2027.
    • Pursuing a major in Finance, Business Administration, Economics, or a related field.
    • At least 18 years of age with a high school diploma or equivalent.
    • Fundamental computer skills, including Microsoft Office.
    • Strong oral and written communication skills.
    • Critical thinking, analytical, and organizational abilities.
    • Ability to work independently and as part of a team.
    • Reliable transportation.
    • Authorization to work in the United States without sponsorship.

    Location & details#

    • This role is located in Berwyn, Pennsylvania.
    • You must be able to work on-site at the office 5 days per week.
    • Availability for in-person and virtual interviews is required.
    • You must attend 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.

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