Financial Planning & Wealth Intern, Summer 2027

Northwestern Mutual; Milwaukee (WI); On-site; USD 23,000 - 41,000; Full time

Benefits offered by this job

Professional development

Senior leadership Q&A's

Volunteer initiatives

Networking/social events

Pay based on tenure/major

Structured pay range

Job summary

Northwestern Mutual offers a full-time, on-site internship in Milwaukee, WI, running June through August 2027. Interns work on Financial Planning & Wealth tasks alongside mentors, gaining exposure to planning, investments, and field support.

Selected interns participate in professional development workshops, leadership Q&As, volunteer initiatives, and networking events, with salaries determined by tenure and major, starting at $16.50 per hour and up to $30.00.

Qualifications

• Pursuing a bachelor’s degree in business, finance, personal financial planning, economics, or a related field.
• Expected graduation in December 2027 or May 2028.
• Cumulative GPA of 3.3 or higher.
• Coursework or prior experience related to financial analysis, planning inputs, plan analysis, life insurance, investments, economics, or a similar area.
• Interest in the financial services industry.
• Working knowledge of Microsoft Word and Excel.
• Authorized to work in the United States without current or future employer immigration sponsorship for this role.

Responsibilities

• Support the preparation of financial plans by gathering and entering client information, reviewing planning inputs, and helping develop materials for senior‑team review.
• Assist with portfolio administration, investment research, reporting, and analysis.
• Prepare planning‑related paperwork, proposals, and other materials used to support advisor and client needs.
• Contribute to projects across operations, business development, wealth management, and investment management.
• Participate in weekly financial advisor calls and learn how planning recommendations are translated into field support.
• Take on other planning and project work based on team priorities and goals.

Skills

Client-first mindset

Clear communication

Analytical thinking

Attention to detail

Curiosity

Team collaboration

Education

Bachelor’s degree in business/finance/economics or related field

Tools

Microsoft Word

Microsoft Excel

Job description

Internship candidates can expect a full‑time onsite internship program, running from June through August 2027. This internship opportunity is offered in Milwaukee, WI. Candidates must be local to Milwaukee during the summer.

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 substantial 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!

Financial Planning & Wealth Intern

As a Financial Planning & Wealth Intern, you will work alongside your hiring manager, mentor, and team to complete tasks critical for Northwestern Mutual's success. You will build practical experience at the intersection of financial planning, investments, and field support. You will contribute to real work, learn from experienced professionals, and see how Home Office planning teams help financial advisors serve their clients.

Responsibilities

• Support the preparation of financial plans by gathering and entering client information, reviewing planning inputs, and helping develop materials for senior‑team review.
• Assist with portfolio administration, investment research, reporting, and analysis.
• Prepare planning‑related paperwork, proposals, and other materials used to support advisor and client needs.
• Contribute to projects across operations, business development, wealth management, and investment management.
• Participate in weekly financial advisor calls and learn how planning recommendations are translated into field support.
• Take on other planning and project work based on team priorities and goals.

Minimum Qualifications

• Pursuing a bachelor’s degree in business, finance, personal financial planning, economics, or a related field at an accredited college or university.
• Expected graduation in December 2027 or May 2028.
• Cumulative GPA of 3.3 or higher.
• Coursework or prior experience related to financial analysis, planning inputs, plan analysis, life insurance, investments, economics, or a similar area.
• Interest in the financial services industry.
• Working knowledge of Microsoft Word and Excel.
• Authorized to work in the United States without current or future employer immigration sponsorship for this role.

Skills That Will Help You Succeed

• A client‑first mindset and genuine interest in serving others.
• Clear written and verbal communication.
• Analytical thinking, sound judgment, and attention to detail.
• Self‑motivation, curiosity, and a willingness to learn.
• Professionalism, adaptability, and a collaborative approach.
• Ability to manage multiple responsibilities and conflicting deadlines.
• Commitment to maintaining the confidentiality of client financial information.

Benefits

• professional development workshops
• Senior leadership Q&A's
• Volunteer initiatives
• Networking/social events
• 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.
• Compensation Range: Pay Range - Start: $16.50 Pay Range - End: $30.00.

About Northwestern Mutual

Northwestern Mutual helps individuals and businesses pursue financial security through an integrated approach to risk management, wealth accumulation, preservation, and distribution.

Interns in Planning & Wealth Services gain exposure to the work behind that planning approach and to teams that support financial advisors and their clients.

Northwestern Mutual is an equal opportunity employer and welcomes talented individuals of all backgrounds.

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.

Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds.

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.

At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter.

These beliefs launched our company over 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual.

What started in Milwaukee, WI has grown into 7,000+ home office professionals split across 3 campuses: New York City, Franklin and downtown Milwaukee (HQ) - each one bringing with it its own unique talent and culture.

In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual as we are growing our digital and tech capabilities and are always on the lookout for bright, tech‑savvy candidates.

Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds.

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.