Certified Financial Planner (CFP) Internship, Summer 2026 at Northwestern Mutual

Milwaukee, Wisconsin, United States

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Not SpecifiedCompensation

InternshipExperience Level

InternshipJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Requirements

Starting senior year of college (fall of 2026), in a CFP accredited program
Interested in a career in the financial services industry
Client-first attitude and passion to serve others
Effective oral and written communication skills
Demonstrated analytical and problem-solving ability
Ability to handle a variety of duties and balance challenging deadlines
Professional demeanor, supportive teammate, excellent communication skills
Ability to adapt quickly in a fast-paced and continuous improvement environment
Maintains confidentiality of clients' financial information and has a customer-service attitude

Responsibilities

Preparation of financial plans, portfolio administration, investment research and analysis, ready for endorsement by senior members of the financial planning team
Develop and apply basic-intermediate Financial Planning skills and expertise
Conducting investment research, reporting and analysis
Assist with projects that may encompass operations, business development, and wealth management
Attend weekly financial advisor calls
Preparation of investment paperwork and proposal preparation
Entry of client information and financial data into NM’s proprietary planning software
Other various planning-related activities
Other responsibilities may be assigned as necessary

Skills

Key technologies and capabilities for this role

Financial PlanningInvestment ResearchInvestment AnalysisPortfolio AdministrationWealth ManagementFinancial Data EntryPlanning Software

Questions & Answers

Common questions about this position

What is the pay range for the CFP Internship?

The pay range starts at $16.50 and ends at $30.00 per hour. Internship salaries are determined based on academic tenure and major.

Is this internship remote or onsite?

This is a full-time onsite internship program offered in Milwaukee, WI, running from June 1, 2026, to August 7, 2026.

What are the key requirements for the CFP Internship?

Candidates must be starting their senior year of college in fall 2026 in a CFP accredited program, have a client-first attitude, effective communication skills, analytical and problem-solving abilities, and the ability to adapt in a fast-paced environment.

What does the internship program offer beyond daily tasks?

Interns participate in professional development workshops, senior leadership Q&As, volunteer initiatives, networking/social events, and more, while being aligned to a specific team based on abilities and interests.

What makes a strong candidate for this internship?

Strong candidates are starting their senior year in a CFP accredited program, show interest in financial services, demonstrate a client-first attitude, excellent communication, analytical skills, and adaptability in a fast-paced environment.

Northwestern Mutual

Provides financial security services, and wealth management

About Northwestern Mutual

Northwestern Mutual offers personalized financial planning, life insurance, and investment services, leveraging leading-edge technology to manage over $125 billion in client assets for more than 4.5 million clients.

Milwaukee, WisconsinHeadquarters

1856Year Founded

N/ACompany Stage

Consulting, Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Growing your Career

Compensation & Time Off

Insurance plans

Health Savings Account

Wellness programs & resources

401(k) plan and cash balance contributions

Risks

Fintech platforms like Carefull challenge traditional financial advisory services.

Internal competition may arise from Wellthi's focus on the Black community.

Customer dissatisfaction may grow due to increased retirement age expectations.

Differentiation

Northwestern Mutual maintains the highest financial strength ratings in the industry.

The company launched 'The Great Realization' campaign to refocus customer priorities.

Northwestern Mutual offers a unique Long-Term Advantage product with life insurance benefits.

Upsides

The aging population increases demand for retirement planning and long-term care solutions.

Partnerships with tech firms enhance Northwestern Mutual's data analytics capabilities.

Digital transformation in insurance leads to more personalized customer experiences.

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