What are the responsibilities and job description for the Financial Planning and Sales Intern position at Northwestern Mutual?
Finance and Sales Internship – Northwestern Mutual Fall 2026 - Cincinnati and Dayton, OH
An internship at Northwestern Mutual gives you valuable, real-world work experience to prepare you for a career at Northwestern Mutual or elsewhere while building on your classroom learning.
You will meet with clients to find out their needs and goals, make recommendations for the appropriate insurance and investment products, and provide ongoing client service beyond the plan implementation. You’ll have experienced mentors, access to strong professional networks, and immediate career opportunities with virtually unlimited earning potential. And it’s flexible too. You’ll have a schedule that lets you combine schoolwork and real-world business experience.
Our interns come from varying academic backgrounds and experiences to build rewarding practices and relationships with their clients.
Essential Job Responsibilities:
- Reach out to potential clients
- Gain sufficient understanding of products and services offered by Northwestern Mutual and how they clients achieve financial goals
- Attend client meetings
- Communicate effectively with senior advisors for planning and preparation
- Prepare or assist in preparing comprehensive, holistic financial plans
- Attend weekly development meetings with assigned College Unit Director
- Participate in training, development, and coaching – expand on your knowledge of our comprehensive approach to financial planning and cultivate your professional development skills
Minimum Position Qualifications:
- Current full-time student in college (junior/senior status preferred)
- Connected to the Cincinnati/Dayton area
- Ability to work on own initiative and independently
- Commitment to providing a first-class client experience
- Knowing how to connect with people and easily build trusted relationships
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, etc.)
Stand Out Position Qualifications:
- Experience in a professional work environment
- Managing multiple priorities between school, work, or extra-curricular activities
- Experience in Sales/Entrepreneurial work
- Involvement in campus organizations/community organizations
- Demonstrating leadership skills
Position Details:
- Flexible with Full-Time or Part-Time dependent on student availability
- 12-week program
- Late August start date
- Dayton
What You’ll Receive:
- Paid Internship: up to $1,000 monthly plus uncapped commission and bonus opportunities
- Opportunity for full-time employment: 1 in 3 interns are extended a full-time job offer upon graduation
- An entrepreneurial, dedicated, supportive, and inclusive company culture with an abundance mentality
- Sponsorship of licenses/credentials (Life/Accident & Health insurance, Series 6, 63, 7, 65, CLU, CFP, ChFC, etc.)
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.
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.