Certified Financial Planner Intern

Northwestern Mutual; Milwaukee (WI); On-site; USD 25,000 - 39,000; Full time

Benefits offered by this job

Exposure to financial planning professionals

Structured learning and mentorship

Networking opportunities

Job summary

A leading financial services firm offers a 10-week internship designed for students enrolled in a CFP® board-registered program. Interns will work with financial planning firms for about 20 hours a week, supporting projects and gaining valuable experience towards their CFP certification. The program includes professional development sessions, networking opportunities, and a chance to contribute to a capstone presentation. This is an excellent opportunity for students seeking to enter the financial planning industry and build vital professional skills and networks.

Qualifications

• Currently enrolled in an accredited CFP® board-registered program.
• Scheduled to graduate this academic year.

Responsibilities

• Work directly with a financial planning firm approximately 20 hours per week.
• Support planning related projects and business initiatives.
• Gain experience that may count towards hours for your CFP certification pathway.
• Participate in professional development sessions.
• Attend leadership speaker series and networking opportunities.
• Collaborate with peers and professionals across the financial planning field.
• Take part in social and team building events.
• Contribute to a showcase project/capstone style presentation at the end of the internship.
• Present key learnings and recommendations to leaders at the home office.

Job description

About the Internship: The CFP™ Internship Career Building Experience:

The CFP™ Internship Career Building Experience is a 10-week summer intensive designed exclusively for students currently enrolled in an accredited CFP® board-registered program and scheduled to graduate this academic year.

This elite program bridges the gap between the classroom and the profession, offering a unique blend of hands-on recruiting firm support and structured technical development. Interns will sharpen their planning skills, expand their professional networks, and gain real-world exposure to the financial planning industry as they prepare for immediate entry into the field as future Certified Financial Planner™ professionals.

What You’ll Do:

• Work directly with a financial planning firm approximately 20 hours per week
• Support planning related projects and business initiatives
• Gain experience that may count towards hours for your CFP certification pathway
• Participate in professional development sessions
• Attend leadership speaker series and networking opportunities
• Collaborate with peers and professionals across the financial planning field
• Take part in social and team building events
• Contribute to a showcase project/capstone style presentation at the end of the internship
• Present key learnings and recommendations to leaders at the home office

What You’ll Gain:

This internship is designed to provide students with both career-building experience and a strong introduction to the profession. Benefits of the program include

• Exposure to the day-to-day work of financial planning professionals
• Opportunities to build your professional network
• Access structured learning and mentorship
• Experience in a growing and highly respected area of financial services
• Participation in special summer programming and events
• Potential pathway to future employment opportunities with a participating firm