Financial Planning Internship Summer

Additional Considerations (if any):
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 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.

• 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

• 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.

• Other duties as assigned.

• 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.

• Junior standing minimum, majoring in Finance, Economics, Business Administration or related major.
• Relevant coursework required.
• Minimum GPA of 3.0

• 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,…