Finance Internship (Summer 2027)

Financial Integrators•Des Moines, IA
•Hybrid

About The Position

Financial Integrators is seeking emerging talent for its Summer 2027 Internship Program, an immersive opportunity to gain a broad view of the wealth management industry. The intern will connect academic learning with practical execution through rotations across core wealth management functions, mentorship, and executive networking. The position is based in Des Moines, Iowa, with a hybrid schedule combining in-office and remote work. During the 12-week program, interns will work in small groups on a summer project managing a simulated client portfolio through key stages of the client lifecycle and responding to realistic scenarios. They will receive individual mentorship, shadow experienced professionals, attend bi-weekly roundtables, and present a final group case study to firm leadership. Interns will also conduct informational interviews, take part in social and professional development activities with peers across offices, and participate in community volunteer projects and firmwide culture initiatives.

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.
  • Collaborative mindset and eagerness to learn.

Responsibilities

  • Rotate across core wealth management functions to learn about the firm's services and operations.
  • Work in a small group on a summer project managing a simulated client portfolio through key client-lifecycle stages and adapting to realistic scenarios.
  • Partner with an assigned one-on-one mentor and shadow experienced wealth management professionals.
  • Participate in bi-weekly roundtables.
  • Prepare and present a final group case study to firm leadership.
  • Conduct informational interviews and participate in social and professional development activities with peers across offices.
  • Participate in community volunteer projects and firmwide culture initiatives.
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