Job Description

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. Internship candidates who are relocating for the summer internship opportunity are eligible for round-trip airline/train travel and mileage reimbursement to and from your internship location and company-provided housing for the duration of the summer internship program in accordance with the company’s relocation policy.

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.

Next steps

We encourage you to apply! Once your application is reviewed, if selected to move forward, one of our Early Careers team members will reach out for a call, where we will learn more about you and share internship opportunities aligning to your interests and abilities and share any next steps of our recruiting process.

Who we are

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues, and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs. At Northwestern Mutual, people matter. And you’ll be working for a company that’s consistently voted among the “most admired” in the nation. We invite you to explore your career interests with us.

#LI-Onsite

Compensation Range:

Pay Range - Start:

$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.

FIND YOUR FUTURE

We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups

PandoLogic. Category:Finance, Keywords:Certified Financial Planner (CFP), Location:Milwaukee, WI-53205

Job Tags

Full time, Summer work, Summer internship, Relocation, Home office, Flexible hours,

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