Financial Planning Internship Summer 2027

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 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.