Certified Financial Planner Intern

Internship candidates can expect a fulltime onsite internship program, running from June 1, 2026, to August 7, 2026. This internship opportunity is offered in Milwaukee, WI.

Carefully selected from universities across the country, our interns bring distinctive ideas and perspectives to our organization. Our employees are passionate about building our emerging talent and future leaders. After application and initial screening conversation, interns are aligned interview and be hired to a specific team at NM based on their abilities and interests, providing exposure to real-world business perspectives through hands-on learning and significant work. In addition to their day-to-day tasks, interns participate in professional development workshops, senior leadership Q&A's, volunteer initiatives, networking/social events, and more!

CFP Internship

The Certified Financial Planner (CFP) Intern is a member of a Northwestern Mutual home office team that provides financial planning services to NM financial representatives. Specific responsibilities include tasks such as investment paperwork and proposal preparation, entry of client information and financial data into NM’s proprietary planning software, and other various planning-related activities.

Full time opportunities upon graduation and completion of the internship could include roles such as Associate Financial Representative on a Northwestern Mutual financial representative’s team, as well as potential home office roles in Operations and Planning Suite or other departments.

Tasks and Duties:

• Preparation of financial plans, portfolio administration, investment research and analysis, ready for endorsement by senior members of the financial planning team.
• Develop and apply basic-intermediate Financial Planning skills and expertise.
• Conducting investment research, reporting and analysis.
• Assist with projects that may encompass operations, business development, and wealth management.
• Attend weekly financial advisor calls.
• Other responsibilities may be assigned as necessary.

Job Requirements:

• Starting senior year of college (fall of 2026), in a CFP accredited program
• Interested in a career in the financial services industry
• Client-first attitude and passion to serve others
• Effective oral and written communication skills
• Demonstrated analytical and problem-solving ability
• Ability to handle a variety of duties and balance challenging deadlines
• Professional demeanor, supportive teammate, excellent communication skills
• Ability to adapt quickly in a fast-paced and continuous improvement environment. Maintains confidentiality of clients' financial information and has a customer-service attitude.

#LI-Onsite

$16.50

Pay Range - End:

$30.00

We believe in fairness and transparency. It’s why we share the salary range for most of our roles. Internship salaries are determined based on academic tenure and major. The standard pay structure is listed.

Build a strong career foundation with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!

Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.