Wealth Management Internship - Rotations & Mentorship

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

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.