Financial Planning & Wealth Intern, Summer 2027

Northwestern Mutual Life Insurance Company; Milwaukee (WI); Hybrid; USD 22,000 - 41,000; Full time

Job summary

Northwestern Mutual invites energetic internship candidates to join our summer Internship Program in Milwaukee, WI. The Financial Planning & Wealth Intern will work with a mentor and team on core tasks in planning, investments, and field support, gaining exposure to real-world financial services.

During June–August 2027, interns participate in development workshops, senior leader Q&As, and hands-on projects, with opportunities across operations, wealth management, and client support.

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.
• GPA of 3.3 or higher.
• Coursework or prior experience in financial analysis, planning inputs, plan analysis, life insurance, investments, or economics.
• Interest in the financial services industry.
• Working knowledge of Microsoft Word and Excel.
• Authorized to work in the United States without current or future immigration sponsorship for this role.

Responsibilities

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

Skills

Client-first mindset

Written & verbal communication

Analytical thinking

Self-motivation & curiosity

Professionalism & adaptability

Multitasking & deadline management

Confidentiality of client information

Education

Bachelor's degree in business/finance/personal financial planning/economics

Tools

Microsoft Word

Excel

Job description

Internship candidates can expect a fulltime 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.

• 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.

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. Candidates should refer to the official 2027 job posting for final terms, requirements, and application instructions.

#LI-Hybrid

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.

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.