Financial Planning Internship Summer 2027

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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

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

• →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.

• 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.

Computer with Microsoft Office and job-related applications, telephone, calculator, copier, scanner, fax, and printer.

This position works with Midwest Heritage employees, bank customers, Hy-Vee employees, vendors and outside agents doing direct business with Midwest Heritage.

This position is responsible for protecting the privacy and confidentiality of customer, employee, banking, insurance, and financial information at all times.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, or disability.