What are the responsibilities and job description for the Northwestern Mutual Fall Internship position at Northwestern Mutual?
Company Description Northwestern Mutual is a leading financial services organization focused on helping individuals and families achieve long-term financial security through a people-first planning approach. With significant assets under management and a comprehensive suite of solutions—including life, disability income, and long-term care insurance, annuities, brokerage and advisory services, trust services, and portfolio management—the company serves millions of clients nationwide. Northwestern Mutual supports a growing network of financial advisors across the country, as well as corporate teams in Milwaukee and New York. The organization values diversity as a strategic strength in shaping the future of financial security and offers a range of career paths, including internships. Financial representatives and interns are independent contractors, not Northwestern Mutual employees.
Role Description This is an on-site Fall Internship role based in Springfield, MO. As a Northwestern Mutual Fall Intern, you will support financial representatives in developing personalized financial plans, preparing client materials, and participating in client meetings where appropriate. You will conduct market and product research, help analyze client financial information, and assist in creating recommendations aligned with clients’ goals. Daily activities may include prospecting support, maintaining client records, leveraging planning and CRM tools, and collaborating with team members on business development initiatives. You will also have opportunities for professional development through training, mentorship, and exposure to real-world financial planning and wealth management practices.
Qualifications
- Interest in financial planning, wealth management, or related fields, with a desire to learn about insurance, investments, and advisory services.
- Strong analytical and research abilities, including comfort working with numbers, financial data, and planning tools.
- Clear written and verbal communication skills, with the ability to explain complex ideas in an accessible way.
- High level of professionalism, integrity, and client-focused mindset, with respect for confidentiality and ethical standards.
- Ability to work on-site in Springfield, MO, manage time effectively, and handle multiple tasks in a fast-paced environment.
- Currently enrolled in a college or university program; coursework in finance, business, economics, or related areas is helpful but not required.
- Comfort using standard office software and willingness to learn company-specific systems and tools.
- Demonstrated initiative, curiosity, and openness to feedback, coaching, and ongoing professional development.