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Financial Advisor Internship Jobs in Wisconsin (NOW HIRING)

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Financial Advisor Internship information

See Wisconsin salary details

$36.3K

$103.1K

$145.3K

How much do financial advisor internship jobs pay per year?

As of Aug 26, 2026, the average yearly pay for financial advisor internship in Wisconsin is $103,090.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,700.00 and $132,200.00 per year, depending on experience, location, and employer.

What is a financial advisor internship?

A Financial Advisor Internship is a temporary position designed for students or recent graduates who are interested in pursuing a career in financial advising. Interns typically work alongside experienced financial advisors to learn about client relationship management, investment strategies, and financial planning. The internship provides hands-on experience with tasks such as preparing financial reports, conducting market research, and assisting in client meetings. This role helps interns develop industry knowledge, professional skills, and a deeper understanding of the financial services sector.

What are the qualifications to get a financial advisor internship?

The qualifications that you need to get a financial advisor internship depend on the specific position. Some internships require you to be a recent graduate with a bachelor's degree while others are designed specifically for currently enrolled students who want to gain additional experience before entering the workforce. If you are a student, you must have excellent grades in economics, statistics, math, and finance, and you may also need recommendations from professors or supervisors. Recent graduates need a bachelor's degree in finance, economics, or a closely related field, as well as strong interpersonal skills and analytical problem-solving abilities.

What are the key skills and qualifications needed to thrive as a financial advisor intern, and why are they important?

To thrive as a Financial Advisor Intern, you need a solid understanding of finance, economics, and investment principles, often supported by progress toward a finance or related degree. Familiarity with financial planning software, Excel, and investment research tools is typically required. Strong interpersonal skills, attention to detail, and a proactive attitude help interns effectively support clients and senior advisors. These competencies are crucial for building trust with clients, accurately analyzing data, and contributing meaningfully to advisory teams.

What types of projects or tasks do financial advisor interns typically work on during their internship?

Financial Advisor Interns often assist with preparing financial plans, conducting market research, and supporting advisors in client meetings. Interns may also help analyze investment portfolios, create presentation materials, and participate in team strategy sessions. This hands-on experience allows interns to develop a strong understanding of financial products and services, while also sharpening their communication and analytical skills within a collaborative team environment.

What is the difference between Financial Advisor Internship vs Financial Planner?

AspectFinancial Advisor InternshipFinancial Planner
CredentialsTypically pursuing or recent graduate, no certification requiredCertified Financial Planner (CFP) or similar certifications often required
Work EnvironmentInternship programs, training settings, financial firmsIndependent or firm-based advisory practice, client-facing roles
Industry UsageEntry-level, training position within financial servicesProfessional advisory role, managing client portfolios

Financial Advisor Internships are entry-level positions designed for students or recent graduates gaining exposure to financial advising. Financial Planners are licensed professionals providing comprehensive financial advice to clients. Internships serve as a stepping stone toward becoming a certified financial planner or financial advisor, who actively manages client portfolios and offers tailored financial strategies.

What are the most commonly searched types of Financial Advisor jobs in Wisconsin?

The most popular types of Financial Advisor jobs in Wisconsin are:

What are popular job titles related to Financial Advisor Internship jobs in Wisconsin?

For Financial Advisor Internship jobs in Wisconsin, the most frequently searched job titles are:

What cities in Wisconsin are hiring for Financial Advisor Internship jobs?

Cities in Wisconsin with the most Financial Advisor Internship job openings:

Infographic showing various Financial Advisor Internship job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $103,090 per year, or $49.6 per hour.

Financial Planning Sales Program, Internship

Northwestern Mutual

Milwaukee, WI • On-site

$3.0K/wk

Full-time, Internship

Re-posted 11 days ago


Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

168th of 312 rated insurance


Job description

Overview

The Financial Planning Sales Program is a paid, 12-week early-career experience where students have an opportunity to explore the path to becoming a Northwestern Mutual Financial Representative. Through comprehensive training, personalized coaching, mentorship, and real client-facing experience, you'll develop foundational sales, relationship-building, and communication skills while exploring whether an entrepreneurial advisor career is right for you. 

In this hands-on program, you'll learn how financial advisors help clients navigate important financial decisions by understanding their goals, identifying their needs, and creating personalized financial plans. You'll build a go-to-market strategy and business plan, conduct client conversations about financial planning, and help guide individuals toward insurance and wealth solutions tailored to their needs. Along the way, you'll learn how advisors earn trust, develop lasting client relationships, and recommend insurance, investment, and wealth solutions that support a client's broader financial goals. 

Unlike many traditional internships, this program is built around real responsibility and practical application. You'll learn through experiencing and doing, not just observing. Our goal is to provide a depth of experience that helps you build valuable professional skills, understand what it takes to grow a business, and make a meaningful impact in the lives of others. By the end of the program, you'll have a clearer understanding of the advisor career path and the opportunity to determine whether it's the right fit for your future. 

Schedule: Flexible, designed to work around classes and other commitments Compensation: Up to $3,000 in activity-based pay, plus commission on sales. There is no salary or hourly compensation.

Responsibilities

What You'll Learn 

Develop Career-Ready Skills Through Real Experience: Build communication, sales, relationship-building, and business development skills through hands-on training, coaching, mentorship, and real client interactions.  

Learn How to Help Clients Plan for What Matters: Gain exposure to Northwestern Mutual's planning approach and learn how insurance, investments, retirement planning, and other solutions can help clients achieve financial security.  

Explore an Entrepreneurial Career with Clarity: Get experience learning how business development, client relationships, accountability, and compensation contribute to long-term success.  

What You'll Do 

In the Financial Planning Sales Program, you'll: 

Complete training focused on financial planning, market development, prospecting, client conversations, and sales skills.  

Develop a market of potential clients through personal connections, referrals, and new relationships  

Conduct discovery conversations to better understand client goals and financial priorities 

Learn Northwestern Mutual's planning approach and how advisors develop recommendations across insurance, investments, retirement, and other financial decisions.   

Work alongside experienced financial advisors through mentorship and joint work opportunities.  

Obtain Life, Accident & Health insurance licensing and gain hands-on client experience 

Success in this role requires achieving the College Agent's Contract and required licensing requirements, completing training milestones, building your network, conducting discovery conversations, participating in client planning activities, applying coaching feedback, and engaging in business development. 

How Compensation Works 

Certain compensation is tied to completing program activities, including conducting financial discovery conversations and helping prepare personalized recommendations. Additional compensation takes the form of commissions from eligible sales. Here's how it works: 

You can earn up to $3,000 during the program based on completing certain activities  

You also have the opportunity to earn commissions from sales 

There is no salary or hourly compensation  

Qualifications

Who This Early-Career Program Is For 

We're looking for students who are: 

  • Currently enrolled full-time in college (juniors and seniors preferred) 
  • Interested in financial planning, business development, entrepreneurship, or sales  
  • Comfortable building relationships and starting conversations with others  
  • Motivated by personal growth and professional development  
  • Able to independently manage priorities, responsibilities, and accountability  
  • Curious about exploring the financial advisor career through direct experience rather than observation alone  

Eligible participants may be considered for a full-time financial advisor role following graduation. Participants may also be considered for another role within their local network office.  

About Northwestern Mutual 

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 a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. 

Our tailored, integrated 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. 

As a company, we value an inclusive 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: 

  • 2026 WayUp Top Internship Program 
  • Top 10 US Independent Broker-Dealers2 
  • Unsurpassed financial strength with total company assets of $399 billion3 
  • Fortune 500 Company: No. 109 (as of December 2025) 
  • 2026 Training MVP Award winner4 

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. 

Northwestern Mutual Financial Representatives are independent contractors whose income is based solely on production. 

Participants in the Program will begin as financial representatives. Financial Representatives are prohibited from using the title "Advisor" until licensures are obtained (including SIE 6 and 63) and Northwestern Mutual specified courses are satisfactorily completed. 

1Northwestern Mutual Financial Advisors and College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a 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 for contract will be withdrawn. 

2Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2024 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS's affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: Financial Planning, August 2025. 

3Among 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: 06/25 (Moody's Ratings), 11/25 (A.M. Best Company), 08/25 (Fitch Ratings), 10/25 (S&P Global Ratings). Ratings are subject to change. Total company assets as of December 31, 2025. 

Pay RangeUSD $500.00 - USD $1,000.00 /Yr.Employment Type: INTERN

What Northwestern Mutual employees say

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Northwestern Mutual logo

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