Wealth & Financial Planning Intern

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

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.