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Certified Financial Planning Intern
Certified Financial Planning Intern-March 2024
Milwaukee
Mar 28, 2026
About Certified Financial Planning Intern

  JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative andgrowing. We invest in our people. We care and make a positivedifference. At Northwestern Mutual, we are strong, innovative andgrowing. We invest in our people. We care and make a positivedifference. Internship candidates can expect a fulltime onsiteinternship program, running from May 30, 2024, to August 9, 2024. Thisinternship opportunity is offered in Milwaukee, WI. Carefully selectedfrom universities across the country, our interns bring distinctiveideas and perspectives to our organization. Our employees are passionateabout building our emerging talent and future leaders. After applicationand initial screening conversation, interns are aligned interview and behired to a specific team at NM based on their abilities and interests,providing exposure to real-world business perspectives through hands-onlearning and significant work. In addition to their day-to-day tasks,interns participate in professional development workshops, seniorleadership Q&A\'s, volunteer initiatives, networking/social events, andmore! CFP Internship The Certified Financial Planner (CFP) Intern is amember of a Northwestern Mutual home office team that provides financialplanning services to NM financial representatives. Specificresponsibilities include tasks such as investment paperwork and proposalpreparation, entry of client information and financial data into NM\'sproprietary planning software, and other various planning-relatedactivities. In addition to using your financial planning background toensure that our planning advice is excellent by all measurablestandards, you will be expected to learn (with provided time andtraining) industry-standard software testing practices and softwaredevelopment processes. This role blends detailed number verificationwith financial planning and technical problem solving. We are a team ofcurious, diligent planners who are constantly striving to improve how wetest and validate financial planning software. Full time opportunitiesupon graduation and completion of the internship could include rolessuch as Associate Financial Representative on a Northwestern Mutualfinancial representative\'s team, as well as potential home office rolesin Financial Planning Services or other departments. Tasks and Duties:Preparation of financial plans, portfolio administration, investmentresearch and analysis, ready for endorsement by senior members of thefinancial planning team. Develop and apply basic-intermediate FinancialPlanning skills and expertise. Conducting investment research, reportingand analysis. Assist with projects that may encompass operations,business development, wealth management, and investment management.Attend weekly financial advisor calls. Other responsibilities may beassigned as necessary. Job Requirements: Starting senior year of college(fall of... For full info follow application link. EEO/AAEmployer/Vets/Disability ***** APPLICATION INSTRUCTIONS: ApplyOnline: ipc.us/t/D6974BC9038D4AB0 Qualified females, minorities, andspecial disabled veterans and other veterans are encouraged to apply.

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