Finance Intern

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.