INTERNSHIP DETAILS

Financial Planning Department Internship

CompanyNorthwestern Mutual - Clayton
LocationClayton
Work ModeOn Site
PostedMay 6, 2026
Internship Information
Core Responsibilities
The primary responsibility is creating financial plans to support financial advisors within the agency. The role focuses on providing high-quality planning support without direct client interaction.
Internship Type
intern
Salary Range
$15 - $16
Company Size
37065
Visa Sponsorship
No
Language
English
Working Hours
40 hours
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About The Company
At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term. Get financial clarity with a people-first plan designed to uncover new opportunities and potential blind spots. The right time to plan is right now. With $265.0 billion in assets under management, $28.1 billion in revenues, and over $1.8 trillion in life insurance protection in force, we've served more than 4.5 million people through our life, disability income, and long-term care insurance, annuities, brokerage, advisory services, trust services, and discretionary portfolio management solutions. Our wealth management company and investment services manage over $125 billion in client assets. We're proud to support our growing field force of financial advisors across the country, as well as our corporate office employees in Milwaukee and New York. As we continue to grow, we believe diversity makes us stronger in shaping the future of financial security. Explore career opportunities with us: https://jobs.northwesternmutual.com/. Financial representatives and interns are independent contractors, not Northwestern Mutual employees. https://www.northwesternmutual.com/social-media-guidelines
About the Role

Financial Planning Department - Internship Program

What is the Financial Planning Department?

The Financial Planning Department partners with financial advisors within our Northwestern Mutual agency, providing high quality financial planning support.

About our internship program:

  • Seeking college students entering their sophomore to senior year
  • Preferred areas of study: finance, analytics, accounting, economics or business
  • Paid internship opportunity starting this summer
  • Flexible schedule during the semester
  • Position is NOT client facing
  • Main responsibility: creating financial plans for advisors
  • Gain valuable professional experience in the financial planning field!

Hear from our former interns!

Jack Schneider, CFP, ChFC, CPA

  • Associate Wealth Management Advisor, Phase Financial
  • FPD Intern, 2019-2020
  • Education: Saint Louis University, MAcc, 2022; Beta Alpha Psi
  • “This internship program gave me great insight into skills that I am using in my own life to make sure I am being financially prudent as a young adult. I now work in the financial services industry and credit my experience in the FPD as the first step into learning what career I wanted to dive deeper into.”

Clay Feldman, CFA

  • Director of Operations, Gatewood Wealth
  • FPD Intern, 2017-2018
  • Education: Saint Louis University, BA Finance, 2019; Beta Gamma Sigma
  • “The financial planning department internship was my introduction to the finance world, and it set a really solid foundation for my career in finance. I would not be where I am today without the opportunity, mentorship, and experience provided by the internship.”

Sam Meysenburg

  • Financial Service Advisor with Nicole Holland-Hong, Northwestern Mutual
  • FPD Intern, 2023-2025
  • Education: Saint Louis University, BA Finance & Human Resources, 2025
  • “Professionally, this internship was a game-changer. The experience and connections I built here directly led me to landing my current job. Having this internship gave me a huge advantage because I could talk about real cases I worked on and show I wasn’t just another Finance major with textbook knowledge. It definitely helped set me up for the next step in my career.”

Will Cunningham, RICP

  • Product Sales Support Consultant, Northwestern Mutual
  • FPD Intern, 2021-2022
  • Education: Saint Louis University, BA Entrepreneurship, 2022
  • “Personally, the internship was a pivotal experience that served as a springboard for my professional career. It allowed me to grow, develop, and network with many individuals, leading to discussions about future career opportunities within the department and Northwestern Mutual as a whole. I began my professional journey in the Planning Department and continued my development through work before transitioning to a high performing advisor’s team.”
Key Skills
Financial PlanningAnalyticsAccountingEconomicsBusiness Analysis
Categories
Finance & AccountingData & AnalyticsConsulting