About the role#
This internship provides an opportunity to work with the Wealth Management team at Midwest Heritage, a Hy-Vee company. You will learn how financial planning helps people make informed decisions about their future. The role focuses on supporting client cases, organizing financial information, and using planning software to build a practical understanding of the advisory process.
What you'll do#
- Learn and follow firm policies and procedures while developing an understanding of professional standards.
- Enter and review client financial data in planning software.
- Assist the team with case analysis.
- Coordinate client tasks and follow-up activities to support responsive service.
- Help with account and data setup to maintain accurate information.
- Contribute to projects in firm operations, business development, investment management, or financial planning based on team priorities.
What you'll need#
- Junior standing minimum, majoring in Finance, Economics, Business Administration, or a related field.
- A minimum GPA of 3.0 and completion of relevant coursework.
- Strong organizational, time management, and detail-oriented skills.
- Comfort using Microsoft Office applications, including Outlook, PowerPoint, Excel, and Word.
- Ability to learn financial planning applications and new digital tools.
- Clear communication skills and the ability to build positive working relationships.
- A genuine curiosity about financial planning.
Location & details#
- Location: West Des Moines, Iowa.
- Term: Summer 2027.
- Modality: On-site.
- This is a paid, part-time position.
About Hy-Vee, Inc.
Hy-Vee, Inc. operates as an employee-owned corporation within the retail sector. The company manages over 563 business units across nine states in the Midwest. Founded in 1930, the organization maintains its headquarters in West Des Moines, Iowa. It employs over 75,000 people and reports annual sales exceeding 13 billion dollars.
How to get in at Hy-Vee, Inc.
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