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Certified Financial Planning Internship (CFP), Summer 2025

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Northwestern Mutual

Sep 18

Applications are closed

  • Internship
    Full-time
    Summer Internship
  • Accounting & Tax
    Banking & Finance
  • Milwaukee

Requirements

  • Starting senior year of college (fall of 2025), 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.
  • Other responsibilities may be assigned as necessary.

FAQs

What are the dates for the Certified Financial Planning Internship?

The internship runs from May 29, 2025, to August 8, 2025.

Where is the internship located?

The internship opportunity is offered in Milwaukee, WI.

What is the compensation range for the internship?

The compensation range is from $16.50 to $30.00, depending on academic tenure and major.

What are the main responsibilities of the CFP Intern?

The CFP Intern's responsibilities include preparing financial plans, conducting investment research, assisting with various planning-related activities, and attending weekly financial advisor calls.

Are there opportunities for full-time positions after the internship?

Yes, there are full-time opportunities upon graduation that could include roles such as Associate Financial Representative or positions in Financial Planning Services.

What qualifications are required for the internship?

Candidates must be starting their senior year in a CFP accredited program and have an interest in a career in the financial services industry.

What type of training or professional development do interns receive?

Interns participate in professional development workshops, networking/social events, volunteer initiatives, and have opportunities for senior leadership Q&As.

Is there a specific certification requirement mentioned for this internship?

Yes, Non-Registered Fingerprinted - FINRA certification is required.

What skills are important for this internship?

Effective communication skills, analytical problem-solving ability, a client-first attitude, and the ability to adapt quickly in a fast-paced environment are important.

Does Northwestern Mutual support diversity and inclusion?

Yes, Northwestern Mutual is committed to diversity and inclusion and is an equal opportunity/affirmative action employer.

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Northwestern Mutual

Finance
Industry
5001-10,000
Employees
1857
Founded Year

Mission & Purpose

Northwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years. Through a distinctive big-picture approach, including both insurance and investments, we’re helping people navigate life and guide them to their goals today, and in the days to come. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $125 billion of client assets as a part of its wealth management company and investment services. We are strong supporters of our financial workforce nationwide as well as our home office professionals in Milwaukee, WI. We’re continuing to grow, and we believe diversity makes us stronger as we help shape the future of financial security.

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