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How much do cfp intern jobs pay per hour?

As of Jun 5, 2026, the average hourly pay for cfp intern in the United States is $19.86, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $22.36 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a CFP Intern, and why are they important?

To thrive as a CFP Intern, you need a foundational understanding of financial planning principles, strong analytical skills, and typically be enrolled in or have completed coursework toward a CFP certification. Familiarity with financial planning software such as eMoney, MoneyGuidePro, and Microsoft Excel is common, along with knowledge of industry regulations. Strong communication, attention to detail, and a client-focused mindset set exceptional interns apart. These skills ensure accurate financial analysis, effective teamwork, and a high level of client service, which are critical for success in the financial planning profession.

What types of projects and tasks can a CFP Intern expect to work on during their internship?

As a CFP Intern, you can expect to assist with a variety of projects such as preparing financial plans, conducting client research, supporting client meetings, and helping with investment analysis. Interns often collaborate closely with certified financial planners and other team members to gather data, compile reports, and ensure that client information is accurate and up to date. This role typically offers hands-on exposure to real client scenarios, compliance procedures, and financial planning tools, making it an excellent opportunity for skill development and professional growth in the financial planning industry.

What is a CFP Intern?

A CFP Intern is a student or recent graduate who is working in a financial planning firm or related organization, typically while pursuing or planning to pursue the Certified Financial Planner (CFP) designation. The internship provides hands-on experience in financial planning, client service, and research under the supervision of certified professionals. This role helps interns gain practical skills, understand industry practices, and prepare for a career as a financial planner. CFP Interns may assist with data gathering, preparing financial plans, and supporting advisors in client meetings.
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What cities are hiring for Cfp Intern jobs? Cities with the most Cfp Intern job openings:
What are the most commonly searched types of Cfp jobs? The most popular types of Cfp jobs are:
What states have the most Cfp Intern jobs? States with the most job openings for Cfp Intern jobs include:
Infographic showing various Cfp Intern job openings in the United States as of May 2026, with employment types broken down into 18% Internship, 1% As Needed, 48% Full Time, 32% Part Time, and 1% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $41,299 per year, or $19.9 per hour.
College Financial Representative, Internship Program - 2024-6824 - Phoenix, Arizona

College Financial Representative, Internship Program - 2024-6824 - Phoenix, Arizona

Northwestern Mutual

Phoenix, AZ

Other

Medical, Life

Posted 9 days ago


Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

146th of 260 rated insurance


Job description

Overview

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!

Responsibilities

Our internship program mimics our full-time Financial Representative career, allowing you to:

  • Learn how to prospect and network to build your business and client base
  • Develop and execute on a business strategy
  • Call on potential clients and set meetings to understand their financial goals
  • Prepare plans and offer useful recommendations
  • Gain exposure to proprietary planning software platforms
  • Engage in weekly coaching, training, and development meetings
  • Receive Risk Product State Licensing: Life, Accident, and Health
  • Build life skills that create future career opportunities

As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ® . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.

#LI-Onsite

Qualifications

Are you a fit for this internship?

  • Full-time student; juniors and seniors preferred
  • Entrepreneurial ambitions and curiosity for sales
  • Highly involved on campus (leader, athlete, campus orgs, student government, etc)
  • Excellent time-management skills
  • Interest in financial literacy and planning tools
  • Business savvy and desire to increase critical thinking abilities

Compensation & Benefits

  • Performance-based earnings and revenue
  • Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
  • Productivity Bonuses
  • Support for insurance licensing (life, health, DI, LTC)
  • Support for SIE, Series 6, Series 63 registrations (eligibility required)

About Us

For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.

As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.

Why join Northwestern Mutual

  • Fortune 500 company (2023)
  • Top 100 Internship Programs, Yello x WayUp (2022)
  • 5.0+ million clients and growing 2
  • $257 billion retail investment client assets held or managed by Northwestern Mutual 3
  • Forbes' Best Employers for Diversity (2018-2021)
  • Unsurpassed financial strength 4
  • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)

1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.

2 As of June 30, 2023

3 Combined client assets of NMIS and NMWMC as of June 30, 2023

4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody’s Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)

Salary Range

USD $500.00 - USD $1,000.00 /Yr.


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About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US