Highlights
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 substantial work. Northwestern Mutual helps individuals and businesses pursue financial security through an integrated approach to risk management, wealth accumulation, preservation, and distribution.
Numbers & Facts
| Location | Milwaukee, WI |
| Industry | Financial Services |
| Company Size | 5,000 to 9,999 employees |
| Year Founded | 1857 |
| Website | https://www.northwesternmutual.com/ |
Description
Internship candidates can expect a fulltime onsite internship program, running from June through August 2027. This internship opportunity is offered in Milwaukee, WI. Candidates must be local to Milwaukee during the summer.
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 substantial 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!
Financial Planning & Wealth Intern
As a Financial Planning & Wealth Intern, you will work alongside your hiring manager, mentor, and team to complete tasks critical for Northwestern Mutual's success. You will build practical experience at the intersection of financial planning, investments, and field support. You will contribute to real work, learn from experienced professionals, and see how Home Office planning teams help financial advisors serve their clients.
- 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. Candidates should refer to the official 2027 job posting for final terms, requirements, and application instructions.
#LI-Hybrid
Compensation Range:
Pay Range- Start:
$16.50
Pay Range- End:
$30.00
We believe in fairness and transparency. It's why we share the salary range for most of our roles. Internship salaries are determined based on academic tenure and major. The standard pay structure is listed.
Build a strong career foundation with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
About Company
Who We Are
What we believe.We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities.
These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.
That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities.
We care.We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about.
Why Work Here
We’re strong and growing.In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.
We invest in our people.We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.
Be part of building our future.We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee.
Enjoy Milwaukee.Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots.
Our Culture
We are always evolving.At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.
We do what’s right.Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work.
We recognize and develop possibilities in our people.Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective.
Diversity makes us better.We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.