Financial Planning Internship — Sales, Mentorship & Growth

Northwestern Mutual; Cincinnati (OH); On-site; USD 10,000 - 12,000; Part time

Benefits offered by this job

Mentorship program

Licensing sponsorship opportunities (S

Paid internship with stipend

Flexible scheduling

Job summary

Northwestern Mutual Spring and Summer 2027 Internship Programs offer hands-on experience in financial planning, business development, and client relationship management. You’ll gain mentorship, training, and direct exposure to client interactions and planning strategies while building professional relationships and growing your network.

As a Financial Planning Intern, you’ll work with experienced advisors, attend client meetings, help prepare comprehensive plans, and strengthen communication,

Qualifications

• Currently enrolled as a full-time university student with a May 2027–May 2028 graduation window.
• Demonstrated ability to build trusted client relationships and maintain confidentiality.
• Proficiency in MS Office applications (Word, Excel, PowerPoint, Outlook).
• Strong communication and interpersonal skills for client interactions.

Responsibilities

• Build professional networks and client relationships through proactive outreach.
• Understand Northwestern Mutual products to help clients reach financial goals.
• Connect with prospective clients to assess their goals and needs.
• Attend client meetings and assist in preparing holistic financial plans.
• Collaborate with senior advisors on client strategies and meeting prep.
• Support ongoing client service and relationship management.
• Participate in weekly coaching and training sessions.
• Develop communications, business development, and leadership skills.

Skills

Relationship building

Communication skills

Multitasking

Confidentiality

Client outreach

Education

University student

Tools

Microsoft Office

PowerPoint

Excel

Outlook

Job description

Northwestern Mutual Spring and Summer 2027 Internship Programs offer hands-on experience in financial planning, business development, and client relationship management. You’ll gain mentorship, training, and direct exposure to client interactions and planning strategies while building professional relationships and growing your network.

As a Financial Planning Intern, you’ll work with experienced advisors, attend client meetings, help prepare comprehensive plans, and strengthen communication,