Financial Planning and Sales Internship

Financial Planning & Sales Internship | Summer 2027 | Dayton, Ohio

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Ready to Gain Real Business Experience?
Our Summer 2027 Internship Programs are designed for students who want more than a traditional internship. At Northwestern Mutual, you'll gain hands-on experience in financial planning, business development, and client relationship management while learning how to build professional relationships, grow your network, and make a meaningful impact in the lives of others.Working alongside experienced Financial Advisors and leadership teams, you'll receive industry-leading training, personalized mentorship, and direct exposure to client interactions and financial planning strategies. You'll develop the communication, leadership, and entrepreneurial skills needed to succeed in financial services and any future career path.
Whether your interests lie in business, finance, sales, entrepreneurship, or leadership, this internship offers meaningful professional experience, ongoing development opportunities, and a potential pathway to a full-time career after graduation. At Northwestern Mutual, you'll have the freedom to grow professionally while benefiting from the support of a collaborative team that is invested in your success.
What You'll Do:As a Financial Planning Intern, you will work alongside experienced advisors and leadership teams to:Build and develop professional networks and client relationships through proactive outreachGain sufficient understanding of products and services offered by Northwestern Mutual and how they help clients achieve financial goalsConnect with prospective clients to understand their financial goals and needsAttend client meetingsAssist in preparing comprehensive, holistic financial plansCollaborate with senior advisors on client strategies and meeting preparationSupport ongoing client service and relationship managementAttend weekly coaching, development, and training sessionsStrengthen your communication, business development, and leadership skills
Program Details: Summer program with May 2027 start dateApplicants will be considered for the term that best aligns with their graduation date, availability, and career goalsPaid internship: up to $1,000 monthly plus uncapped commission and bonus opportunitiesFlexible schedule with Full-Time or Part-Time dependent on student availability12-week programDayton, Ohio
Minimum Position Qualifications: Current full-time student at an accredited university with a graduation date between May 2027-May 2028Connected to the Dayton areaAbility to work on own initiative and handle multiple prioritiesKnowledge of how to build and maintain trusted relationshipsExcellent interpersonal and communication skills, with the confidence to engage clients through phone conversations, virtual meetings, and in person interactionsCommitment to maintaining confidentiality and protecting sensitive client informationProficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, etc.)
Stand Out Qualifications: Prior experience in a professional work environmentExperience in sales, customer service, client relations, business development, or community engagementInvolvement in student organizations, athletics, campus leadership, or community activitiesExperience representing organizations, teams, or personal brands at networking events, conferences, campus programs, etc.
Areas of Financial Planning ExposureInterns gain experience across a broad range of financial planning disciplines, including:Comprehensive Financial PlanningInvestment and Advisory ServicesRetirement PlanningAsset and Income ProtectionEducation Funding StrategiesEstate and Trust PlanningBusiness Planning and Risk ManagementEmployee and Executive Benefits Solutions
What You'll Receive:Real-world financial planning and client-facing experienceOne-on-one mentorship from experienced financial advisorsIndustry-leading training and professional development programsOpportunities for joint-work and hands-on coachingBusiness development, sales, and relationship-building experienceAccess to professional licensing and credential sponsorship opportunities (Life & Health Insurance License, SIE, Series 6, Series 63, and Series 7)Long term designation coverage: CFP, WMCP, CLU, etc.Flexible scheduling that supports academic commitmentsA potential path to full-time employment upon graduationA supportive, entrepreneurial, and collaborative culture focused on growth and development
Who We Are:At Northwestern Mutual we believe that everyone deserves to ‘Spend Their Lives Living’ and that a strong financial plan is the cornerstone for ensuring that reality. Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living.Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 70% of American’s citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need. xzbcwsv Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for over 165 years and has a proven track record of financial success.