Financial Planning & Wealth Intern, Summer 2027

About the role

Internship candidates can expect a full‑time onsite internship program, running from June through August 2027 in Milwaukee, WI. Candidates must be local to Milwaukee during the summer. Interns are carefully selected from universities across the country, bringing distinctive ideas and perspectives. Employees are passionate about building emerging talent and future leaders. After application and an initial screening conversation, interns are aligned, interviewed, and hired to a specific team at Northwestern Mutual based on abilities and interests, providing exposure to real‑world business perspectives through hands‑on learning and substantial work. In addition to day‑to‑day tasks, interns participate in professional development workshops, senior leadership Q&A sessions, volunteer initiatives, networking/social events, and more.

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.

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.

Pay

Compensation range: $16.50 – $30.00 per hour. Internship salaries are determined based on academic tenure and major.

Schedule

Full‑time onsite internship running from June through August 2027.

Benefits

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups