Wealth Management Financial Planning Internship

Hy-Vee; Iowa; Vor Ort; USD 21.000 - 30.000; Teilzeit

Zusammenfassung

Midwest Heritage, A Hy‑Vee Company, in West Des Moines, is offering a Financial Planning Internship. You will work with the Wealth Management team to support client cases, organize financial information, and learn the advisory process while building analytical, technology, and relationship skills.

The internship emphasizes hands-on experience with planning software, client service, and cross‑functional collaboration, with 30–40 hours/week for 10 weeks starting in May.

Qualifikationen

• Junior standing with finance/economics/business admin major.
• Relevant coursework required.
• Minimum GPA of 3.0.

Aufgaben

• Learn and follow firm policies and procedures while developing professional standards.
• Enter and review client financial data in planning software and assist with case analysis.
• Help coordinate client tasks and follow‑up activities to support responsive service.
• Assist with account and data setup, helping maintain accurate information.

Kenntnisse

Analytical Thinking

Customer Service

Problem Solving

Attention to Detail

Communication

Reporting

Ausbildung

Junior standing

Finance/Economics/Business Admin major

GPA 3.0

Tools

Microsoft Office

Jobbeschreibung

Midwest Heritage, A Hy‑Vee Company, in West Des Moines, is offering a Financial Planning Internship. You will work with the Wealth Management team to support client cases, organize financial information, and learn the advisory process while building analytical, technology, and relationship skills.

The internship emphasizes hands-on experience with planning software, client service, and cross‑functional collaboration, with 30–40 hours/week for 10 weeks starting in May.