Financial Planning Internship Summer 2027

Hy-Vee; West Des Moines (IA); On-site; USD 21,000 - 28,000; Full time

Job summary

Midwest Heritage, A Hy-Vee Company, in West Des Moines, seeks a Financial Planning Intern to join the Wealth Management team. You will support client cases, organize financial data, and use planning software while learning the advisory process.

You should be pursuing finance/economics/business admin with a 3.0+ GPA, and be able to work 30-40 hours weekly for at least 10 weeks starting in May.

This internship offers practical experience in client service, data entry, and collaboration across teams.

Qualifications

• Junior standing pursuing finance/economics/business admin.
• Relevant coursework required; GPA 3.0 or higher.
• Strong organizational and time management skills.
• Proficiency with Microsoft Office; ability to learn planning software.

Responsibilities

• Learn firm policies and professional standards in wealth management.
• Enter and review client data in planning software and assist with case analysis.
• Coordinate client tasks and follow-up to keep planning work moving.
• Assist with account/data setup to maintain accurate planning information.
• Contribute to projects in operations, business development, or investment management.

Skills

Strong organizational skills

Attention to detail

Microsoft Office

Communication skills

Time management

Customer service

Education

Junior standing minimum

Finance major

Economics major

Business Administration major

GPA 3.0

Tools

Planning software

Microsoft Office

Job description

Additional Considerations (if any):-At Midwest Heritage, the core of our culture is taking care of the customer and taking care of each other. Our employees appreciate that their contributions make a direct impact on the success of our business as well as their own personal and professional growth.Job DescriptionJob Title : Financial Planning InternshipDepartment: Financial ServicesFLSA: Non-ExemptGeneral Function: Discover how financial planning helps people make informed decisions about their future at Midwest Heritage, A Hy-Vee Company, in West Des Moines. As a Financial Planning Intern, you will work alongside the Wealth Management team to support client cases, organize financial information, and use planning software. Build a practical understanding of the advisory process while strengthening the analytical, technology, and relationship skills that support a career in financial services.Core CompetenciesAnalytical Thinking SkillsCustomer ServiceProblem Solving SkillsAttention to DetailCommunicationReporting Relations:Accountable and Reports to: VP, Financial PlannerPositions that Report to you: NonePrimary Duties and Responsibilities :Learn and follow firm policies and procedures while developing an understanding of professional standards in wealth management.Enter and review client financial data in planning software and assist with case analysis under the guidance of the team.Help coordinate client tasks and follow-up activities to support responsive service and keep planning work moving forward.Assist with account and data setup, helping maintain accurate information that supports effective financial planning.Contribute to projects in firm operations, business development, investment management, or financial planning based on team priorities during the internship.Secondary Duties and Responsibilities :Other duties as assigned.Knowledge, Skills, Abilities, and Worker Characteristics :Commitment to the Midwest Heritage mission and willingness to promote the values of the organization.Strong organizational and time management skills with the ability to prioritize multiple tasks and meet deadlines.Comfort using Microsoft Office applications, including Outlook, PowerPoint, Excel, and Word, and learning new digital tools.Ability to communicate clearly, ask questions, and share ideas with coworkers and customers.Ability to build positive working relationships and collaborate with people from different teams and backgrounds.Strong detail orientation including the ability to review forms for accuracy and completeness.Ability to learn financial planning applications and connect accurate data with meaningful client service.Curiosity about financial planning, sound organizational skills, and a willingness to use feedback to improve your work.Ability to work 30-40 hours per week, for a minimum of 10 weeks starting in May.Education and Experience :Junior standing minimum, majoring in Finance, Economics, Business Administration or related major.Relevant coursework required.Minimum GPA of 3.0Physical Requirements :· This position is classified sedentary/light and requires the ability to sit for long periods of time.· Visual requirements include ability to see detail at near range with or without correction.· Must be able to perform the following physical activities: sitting for long periods, talking (in person and by telephone), hearing and repetitive motions.Working Conditions :The duties of this position are normally performed in a general office setting. This is a fast-paced work environment.There is frequent pressure to meet deadlines and handle multiple projects in a day.Equipment Used to Perform Job :Computer with Microsoft Office and job-related applications, telephone, calculator, copier, scanner, fax, and printer.Contacts :This position works with Midwest Heritage employees, bank customers, Hy-Vee employees, vendors and outside agents doing direct business with Midwest Heritage.Confidentiality :This position is responsible for protecting the privacy and confidentiality of customer, employee, banking, insurance, and financial information at all times.Equal Employment Opportunity :All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, or disability.