Financial Planning Internship Summer 2027

Midwest Heritage, A Hy-Vee Company • West Des Moines, IA

2d • Onsite

About The Position

Midwest Heritage, A Hy-Vee Company, is seeking a Financial Planning Intern to work with its Wealth Management team in West Des Moines. The intern will support client cases, organize financial information, use planning software, and develop a practical understanding of the advisory process while strengthening analytical, technology, and relationship skills relevant to a career in financial services.

The role requires a commitment to the Midwest Heritage mission and values, strong organization and time management, attention to detail, clear communication, collaboration, and a willingness to learn and use feedback. The intern must be able to work 30–40 hours per week for a minimum of 10 weeks starting in May. Candidates must have junior standing or higher and be majoring in Finance, Economics, Business Administration, or a related field, with relevant coursework and a minimum GPA of 3.0.

The position is normally performed in a general office setting and is classified sedentary/light. It involves frequent deadline pressure and managing multiple projects. The intern must protect confidential customer, employee, banking, insurance, and financial information.

Requirements

• Junior standing minimum, majoring in Finance, Economics, Business Administration, or a related major.
• Relevant coursework required.
• Minimum GPA of 3.0.
• Ability to work 30–40 hours per week for a minimum of 10 weeks starting in May.
• Commitment to the Midwest Heritage mission and willingness to promote the values of the organization.
• Strong organizational and time management skills, including 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 and willingness to use feedback to improve work.
• Ability to sit for long periods, see detail at near range with or without correction, talk in person and by telephone, hear, and perform repetitive motions.

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.
• Perform other duties as assigned.
• Protect the privacy and confidentiality of customer, employee, banking, insurance, and financial information.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern