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Certified Financial Planning Intern (CFP)

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

Internship candidates can expect a fulltime onsite internship program, running from May 30, 2024, to August 9, 2024. This internship opportunity is offered in Milwaukee, WI.

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 significant 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!

CFP Internship

The Certified Financial Planner (CFP) Intern is a member of a Northwestern Mutual home office team that provides financial planning services to NM financial representatives. Specific responsibilities include tasks such as investment paperwork and proposal preparation, entry of client information and financial data into NM’s proprietary planning software, and other various planning-related activities.

In addition to using your financial planning background to ensure that our planning advice is excellent by all measurable standards, you will be expected to learn (with provided time and training) industry-standard software testing practices and software development processes. This role blends detailed number verification with financial planning and technical problem solving. We are a team of curious, diligent planners who are constantly striving to improve how we test and validate financial planning software.

Full time opportunities upon graduation and completion of the internship could include roles such as Associate Financial Representative on a Northwestern Mutual financial representative’s team, as well as potential home office roles in Financial Planning Services or other departments.

Tasks and Duties:

  • 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, wealth management, and investment management.
  • Attend weekly financial advisor calls.
  • Other responsibilities may be assigned as necessary.

Job Requirements:

  • Starting senior year of college (fall of 2024), 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, 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.

Required Certifications:

Non-Registered Fingerprinted - FINRA

Compensation Range:







Pay rates for internships are determined based on academic tenure and major.

Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additional information relating to location-based pay structures.

Build a strong career foundation with a best-in-class company that puts our client’s interests at the center of all we do. Get started now! 

We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.


We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.