Financial Planning Internship Program
About The Position
The Northwestern Mutual College Financial Planning internship offers hands-on experience in building a financial planning practice with the support of a Fortune 500 company. Interns gain guidance, connections, and tools to develop their skills while engaging with experts and learning how financial strategies and solutions are introduced to clients. This program prepares interns for future opportunities, including a full-time Financial Representative or Advisor role upon graduation, while fostering personal and professional growth. At Northwestern Mutual Chicagoland, we are driven by a mission to impact lives and build secure futures. Guided by our core values of Abundance, Integrity, Growth, Loyalty, and Culture, we attract, launch, and support people in financial services who share our commitment to making a difference. Recognized as one of the Top Places to Work in Chicago since 2017, our firm continues to grow toward an ambitious ten-year vision, expanding to eight offices, developing 200 advisors, and impacting 200,000 lives. As part of a company set to pay a record-breaking $9.2 billion in dividends in 2026, our advisors thrive within a culture built on purpose, excellence, and community. Beyond the business, we proudly give back through organizations like Alex’s Lemonade Stand, Feed My Starving Children, Ronald McDonald House Charities, and Bear Necessities.
Requirements
- Full-time student (juniors, seniors, or final year of a Master’s program preferred)
- Current full-time student status required (no sponsorship provided)
- Ambitious, with a curiosity for business development
- Highly involved on campus (leader, athlete, campus organizations, student government, etc.)
- Excellent time-management skills
- Business savvy with a desire to strengthen critical thinking abilities
- Professional: coachable, responds well to accountability, strong communication skills, and articulate
- Interest in financial services: financially motivated, strong work ethic, and a desire to make an impact
- Key characteristics: motivated, competitive, and willing to overcome obstacles and adversity
Nice To Haves
- Training in proprietary planning software and licensing (Life, Accident, Health insurance)
- Opportunities for certifications (Series 6 & 63, CFP®)
- Weekly coaching and professional development
- Access to leadership programs and recognition events
- Optional licensing education for students who qualify and are interested. Licensing is not required to begin the internship.
Responsibilities
- Building a financial planning practice
- Gaining guidance, connections, and tools to develop skills
- Engaging with experts
- Learning how financial strategies and solutions are introduced to clients
- Prospecting
- Networking
- Business strategy
Benefits
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Flexible schedules to balance with classes
- Real-world experience in prospecting, networking, and business strategy
- Training in proprietary planning software and licensing (Life, Accident, Health insurance)
- Opportunities for certifications (Series 6 & 63, CFP®)
- Weekly coaching and professional development
- Access to leadership programs and recognition events
- Strong Earnings Potential
- Learning and Development Financial Incentives
- Productivity Bonuses
- Exposure to the financial services industry
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Career Level
Intern
