Financial Planning Internship Summer 2027

Additional Considerations (if any):

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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 Description

Job Title : Financial Planning Internship

Department: Financial Services

FLSA: Non-Exempt

General 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 Competencies

- Analytical Thinking Skills
- Customer Service
- Problem Solving Skills
- Attention to Detail
- Communication

Reporting Relations:

Accountable and Reports to: VP, Financial Planner

Positions that Report to you: None

Primary 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 3.0

Physical 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.