Job Description

Behind the Title

At Innovia Wealth, a collaborative, growth-minded, and pay-it-forward culture shapes everything we do. As one of our two summer 2026 Finance Interns , you'll play an important role in supporting our financial planning team by assisting with portfolio management workflows and contributing to meaningful projects.

This is a hands-on learning opportunity ideal for students eager to build real-world finance skills in a professional environment. You'll work side-by-side with experienced financial planning professionals, gain exposure to executive leadership, and develop the knowledge, confidence, and toolkit needed to launch a successful career in finance, accounting, or business.

The Finance Intern Role at Innovia

Financial & Planning Support

• Assist with financial analysis and reporting on portfolio performance.
• Contribute to planning projects such as cash-flow planning, scenario analysis, and forecasting.
• Support the development and delivery of financial presentations to key decision-makers, including executive leadership.
• Work cross-functionally to gather and interpret financial data and insights.
• Identify opportunities to improve processes and efficiencies within the finance department.
• Manage and prioritize multiple projects and deadlines while maintaining accuracy and attention to detail.

Collaboration & Operational Excellence

• Work closely with financial planners and internal teams to support portfolio and planning workflows.
• Learn the ins and outs of portfolio management systems and planning tools.
• Contribute to planning preparation and assist in maintaining documentation and reporting consistency.

Qualifications / Competencies

• Currently pursuing a Bachelor's degree in Business, Finance, Accounting, Economics, or related field .
• Strong analytical and problem-solving skills with excellent attention to detail.
• Excellent written and verbal communication skills, including the ability to present data clearly and confidently.
• Ability to work collaboratively in a team environment and independently when needed.
• Professional, trustworthy, and able to handle confidential information.
• Strong organizational skills with the ability to balance multiple priorities.

Innovia ISM's

Our culture is our secret sauce. Here's what we live by:

• We're Not Selling Perfection, Just Being Real: Focus on genuine interactions and personal authenticity, rather than a polished façade.
• Be a Pro: Proofread your work. Be punctual. Own your outcomes.
• Win or Learn: Embrace feedback and stay curious without letting ego get in the way.
• Celebrate the Wins : Acknowledge progress. Share success.
• The Best is Yet to Come : Stay future-focused. Be optimistic.
• Entrepreneurism is the Greatest Form of Charity : Innovate to create impact. Help clients do the same.
• Pay it Forward : Help others without keeping score.
• Practice Purposeful Abandonment, Don't Fall in Love with Your Homework : Prioritize what matters and keep learning.
• Every Yes is a No; Every No is a Yes : Be intentional with your commitments.
• News Doesn't Happen in the Newsroom: Be in the know by staying engaged. Get out there and take action.
• Practice Professional Courtesy : Recognize that your decisions and actions have impact; seek to understand the broader impact before jumping into action.
• Assume Positive Intent : Trust first. Verify later.
• Be an Aspirin : Start with "yes," and make others' lives easier.
• Don't Bury the Headline : Communicate what matters clearly and early.
• We Stand Up for a Teammate in Rooms They Are Not In: Loyalty and advocacy are key.
• Everything Happens for a Reason : Stay grounded and open-minded. See the possibility, even if it wasn't the outcome you hoped for.

Compensation / Internship Schedule

• This is a paid internship opportunity
• This is a full-time position in our Grand Rapids office from May–August 2026

Ready to grow with us?

If you're energized by learning and excited to gain exposure to wealth management operations in a firm where culture is more than a buzzword, you've found the right place. Join our team that values learning and mentorship, and that the best is yet to come!

We require a background check as a condition of offered employment.

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