Certified Financial Planner; CFP Internship, Summer at Northwestern Mutual Life Insurance

Certified Financial Planner (CFP) Internship, Summer 2026

Location:

Milwaukee, WI. Internship runs from June 1, 2026 to August 7, 2026. This is a full‑time onsite internship. Relocation assistance is available for round‑trip travel, mileage reimbursement, and company‑provided housing during the internship period.

• 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.
• Conduct investment research, reporting and analysis.
• Assist with projects that may encompass operations, business development, and wealth management.
• Attend weekly financial advisor calls.
• Other responsibilities may be assigned as necessary.

• Starting senior year of college (fall 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.

Pay Range - Start: $16.50 per hour – End: $30.00 per hour.

Travel and mileage reimbursement, company‑provided housing during internship, eligibility for relocation support for round‑trip travel.

Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce.