Finance Internship (Summer 2027)

Financial Integrators; Des Moines (IA); Hybrid; USD 20,000 - 29,000; Full time

Job summary

Financial Integrators in Des Moines, IA, is offering a Summer 2027 Internship designed to give you a 360-degree view of the wealth management industry. You will rotate across core functions, complete a summer project, and engage with mentors and executives to build practical understanding of client lifecycle and advisory services.

This 12-week program runs from late May to early August, with up to 40 hours per week and a hybrid schedule blending in-office collaboration with remote work.

Qualifications

• Currently pursuing a Bachelor's degree in Finance or related field.
• Ability to commit to a 12-week program from late May to early August, up to 40 hours per week.
• Strong interest in wealth management, financial planning, asset management and advisory services.
• Solid understanding of core financial and business principles.
• Excellent analytical, problem-solving and communication skills; detail-oriented and collaborative.

Responsibilities

• Rotate across core functions within wealth management to gain a broad understanding of services.
• Work in small groups on a summer project, managing a simulated client portfolio through key lifecycle stages.
• Partner with a 1-on-1 mentor, shadow professionals, and present a final group case study to leadership.
• Conduct informational interviews and engage in social and professional development activities with peers.

Skills

Analytical thinking

Problem-solving

Communication skills

Attention to detail

Collaborative mindset

Eager-to-learn

Education

Bachelor's degree in Finance

Bachelor's degree in Financial Planning

Bachelor's degree in Business Administration

Bachelor's degree in Economics

Job description

All Jobs > Finance Internship (Summer 2027)

We are seeking motivated emerging talent for our Financial Integrators Summer 2027 Internship Program. This immersive program is designed to give you a 360-degree view of the wealth management industry. In this role, you will bridge theoretical learning and real-world execution by completing rotations across core wealth management functions and engaging in mentorship and executive networking.

Location: This position is based in Des Moines, IA. A hybrid work schedule is available, with a mix of in-office and remote work to support collaboration and flexibility.

Who We Are

Financial Integrators is a comprehensive wealth management firm that simplifies complex financial landscapes for individuals, families, and business owners. By combining personalized financial planning with professional asset management, tax optimization, and estate strategies, they unify every aspect of a client's financial life into one cohesive roadmap. Whether protecting assets through tailored insurance or navigating business succession and retirement plans, Financial Integrators uses a collaborative, team-based approach to provide the clarity and confidence needed to secure a lasting financial legacy.

What You'll Do

Cross-Departmental Rotations & Core Execution

• Rotate across various core functions within our wealth management operations to gain a comprehensive understanding of the firm's overarching services.
• Apply learning in real time by working in small groups on a summer project, managing a simulated client portfolio through key stages of the client lifecycle and adapting to realistic scenarios.
• Partner with an assigned 1-on-1 mentor, shadow experienced wealth management professionals, and participate in bi-weekly roundtables. Prepare and present a final group case study to firm leadership at the conclusion of the program.
• Conduct informational interviews and engage in social and professional development activities with peers across offices.

Community & Culture

• Participate in community volunteer projects and firmwide culture initiatives throughout the summer.

Compensation

The anticipated pay range for this position is $18 per hour.

Requirements

• Currently pursuing a Bachelor's degree in Finance, Financial Planning, Business Administration, Economics, or a related field.
• Ability to commit to a 12-week program from late May to early August, working up to 40 hours per week.
• Strong interest in wealth management, financial planning, asset management, and advisory services.
• Solid understanding of core financial and business principles.
• Excellent analytical, problem-solving, and communication skills; strong attention to detail; and a collaborative, eager-to-learn mindset.

Physical Requirements

• Standing or sitting for extended periods of time in an office environment.
• Working on a computer for extended periods of time.