Financial Advising Intern

The McClure Financial Group of Northwestern Mutual is a comprehensive financial planning firm backed by the strength and stability of a Fortune 110 company. As the No. 1 provider of individual life insurance in the U.S. and a Top 5 brokerage, the organization offers a broad range of financial products and planning services. The firm focuses on helping clients build and protect wealth through personalized strategies. Interns gain exposure to a nationally recognized brand while working within a locally focused team. This environment offers learning opportunities in both relationship-based advising and data-driven financial analysis.

This is a hybrid, paid and educational, internship role based in Champaign, Bloomington, and Peoria IL, with a combination of in-office work and some work-from-home flexibility. Financial Advising Interns will build their own practice and learn financial planning through in classroom learning, client meetings, and through networking events. Daily tasks may include networking events at the country club, meeting with potential clientele, building financial plans through our PX Software, helping prepare financial reports and illustrations, and maintaining accurate client records in internal systems. The intern will participate in team meetings, lead and shadow client interaction, and learn how comprehensive financial plans are developed and monitored. The role also involves communicating with internal team members, handling follow-up tasks from client meetings, and supporting projects that improve client service and operational efficiency.

Benefits

• $250 weekly stipends
• Commissions on financial products investment fees
• Bonuses
• Job opportunities upon graduation
• Educational opportunities daily
• Client acquisition for own practice
• Gain paid for SIE, Series 63, and Series 7 Licensing

Qualifications

• Must be a current college student or graduated within the last week.
• Must be a local student within an hour of our Peoria, Bloomington, or Champaign offices.
• Passionate about Finance and Financial Planning, with interest in comprehensive wealth management and comprehensive planning, not just investments.
• Clear and professional Communication skills, both written and verbal, with the ability to explain information accurately and listen effectively.
• Currently pursuing a bachelor’s degree in Finance, Entrepreneurship, Business, Economics, Sales, Communications or a related field (or equivalent relevant coursework).
• High level of integrity, confidentiality, and ethical judgment.
• Organizational skills, attention to detail, and the ability to manage multiple tasks and deadlines.
• Proficiency in standard office and collaboration tools (e.g., Excel, Word, presentation software, video conferencing platforms).
• Willingness to learn, take initiative, accept feedback, and work collaboratively in both in-person and remote settings.