Northwestern Mutual
Milwaukee, WI
Financial Planning Sales Program, Internship
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Apply to Financial Planning Sales Program, Internship at Northwestern MutualJob details
- Location
- Milwaukee, WI
- Work type
- Onsite
- Visa
- Sponsorship available
- Posted
- 4 weeks ago
- Apply on
- private-northwesternmutual.icims.com
About this role
Northwestern Mutual provides comprehensive financial planning, insurance, investment, and wealth solutions to help clients navigate their financial lives. The Financial Planning Sales Program Intern will gain hands-on experience in financial planning, sales, relationship-building, and client communication while developing a go-to-market strategy and business plan. The program also provides training, coaching, mentorship, and exposure to the financial representative career path.
What you'll do:
- Understanding their goals, identifying their needs, and creating personalized financial plans
- Build a go-to-market strategy and business plan
- Conduct client conversations about financial planning
- Help guide individuals toward insurance and wealth solutions tailored to their needs
- Recommend insurance, investment, and wealth solutions that support a client's broader financial goals
What they're looking for:
- Currently enrolled full-time in college (juniors and seniors preferred)
- Interested in financial planning, business development, entrepreneurship, or sales
- Comfortable building relationships and starting conversations with others
- Motivated by personal growth and professional development
- Able to independently manage priorities, responsibilities, and accountability
- Curious about exploring the financial advisor career through direct experience rather than observation alone
Benefits:
- Up to $3,000 in activity-based pay
- Commission on sales
- A paid, 12-week early-career experience
- Flexible, designed to work around classes and other commitments
- Comprehensive training
- Personalized coaching
- Mentorship
- Real client-facing experience
- Eligible participants may be considered for a full-time financial advisor role following graduation.
- Participants may also be considered for another role within their local network office.
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