About the role#
This is a full-time, on-site internship based in Milwaukee, Wisconsin, running from June through August 2027. You will work with a team to gain practical experience in financial planning, investments, and field support. You will contribute to real projects and learn how Home Office teams support financial advisors in serving their clients.
What you'll do#
- Support the preparation of financial plans by gathering and entering client data.
- Review planning inputs and help develop materials for senior-team review.
- Assist with portfolio administration, investment research, reporting, and analysis.
- Prepare planning-related paperwork, proposals, and other materials for advisor and client needs.
- Contribute to projects across operations, business development, wealth management, and investment management.
- Participate in weekly financial advisor calls to learn how planning recommendations translate into field support.
What you'll need#
- Pursuing a bachelor’s degree in business, finance, personal financial planning, economics, or a related field.
- Expected graduation in December 2027 or May 2028.
- A cumulative GPA of 3.3 or higher.
- Coursework or experience related to financial analysis, planning inputs, life insurance, investments, or economics.
- Working knowledge of Microsoft Word and Excel.
- Authorization to work in the United States without current or future employer immigration sponsorship.
- Strong analytical thinking, attention to detail, and clear communication skills.
- Ability to maintain the confidentiality of client financial information.
Location & details#
- Location: Milwaukee, Wisconsin.
- Term: Summer 2027.
- Modality: On-site.
- Compensation: $16.50 to $30.00 per hour, determined by academic tenure and major.
About Northwestern Mutual
Northwestern Mutual is a financial services company founded in 1857. It provides insurance, annuities, and wealth management services to over 4.5 million clients. The firm operates with offices in Milwaukee and New York. It manages over 125 billion dollars in client assets.
How to get in at Northwestern Mutual
Applying early to Northwestern Mutual gives you a distinct advantage because recruiters review applications as they arrive. Intern Insider sends an instant alert the moment a role matching your target is published anywhere, so you apply among the first and get seen before the pile grows. Reaching out to the right person often yields better results than submitting an application into a general queue. Intern Insider surfaces the recruiters behind the company roles so you can reach out directly to ask about the role or a referral, which materially improves response rates.
