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Financial Planning Analyst Intern Jobs (NOW HIRING)

Emerson

Financial Planning Analyst

Cranberry Township, PA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

As Financial Planning Analyst you will be based in our Cranberry Township, PA office you will be part of a global Financial Planning & Analysis team supporting financial and strategic decision-making ...

Pavago

Financial Planning Analyst

Work with FP&A teams to refine planning assumptions. Process Improvement: * Identify inefficiencies in forecasting workflows. * Implement new FP&A software or improve data integrations (Adaptive ...

Lewis Bakeries

Financial Planning Analyst

Murfreesboro, TN

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

Position Summary The Financial Analyst (FP&A) supports the Company's budgeting, forecasting, financial modeling, and performance reporting processes across a multi-site manufacturing and distribution ...

RDO Equipment

Financial Planning Analyst

Fargo, ND · On-site

The Financial Planning Analyst plays a key role in supporting business leaders with timely, actionable financial insights that drive informed decision-making. This position serves as a strategic ...

Synovus

Financial Planning Analyst

Atlanta, GA · On-site

  • Retirement

Communicates with clients to answer questions and to obtain information to complete financial analysis. Meets with clients as needed. * Executes trades at the request of Financial Planners, or may ...

Wolters Kluwer

Financial Planning Analyst

Wichita, KS · On-site

$68K - $118K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a Financial Planning Analyst, you will be working closely with the Finance Manager & other Senior Analysts to execute specialized financial tasks and ensure the quality of financial reports and ...

New

Wolters Kluwer

Financial Planning Analyst

New York, NY

$68K - $118K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a Financial Planning Analyst, you will be working closely with the Finance Manager & other Senior Analysts to execute specialized financial tasks and ensure the quality of financial reports and ...

RDO Equipment Co.

Financial Planning Analyst

Fargo, ND · On-site

The Financial Planning Analyst plays a key role in supporting business leaders with timely, actionable financial insights that drive informed decision-making. This position serves as a strategic ...

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Financial Planning Analyst Intern information

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How much do financial planning analyst intern jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for financial planning analyst 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 is the difference between Financial Planning Analyst Intern vs Financial Analyst?

AspectFinancial Planning Analyst InternFinancial Analyst
Required CredentialsTypically pursuing or recent graduate with finance, accounting, or related degreeBachelor's degree in finance, accounting, or related field; certifications like CFA are common but not mandatory
Work EnvironmentInternship setting, often in corporate finance or investment firms, with supervised tasksFull-time role in finance departments, investment firms, or banks with more responsibility
Employer & Industry UsageUsed by companies for entry-level internship positions in finance and planningUsed across industries for ongoing financial analysis and decision support

The main difference is that a Financial Planning Analyst Intern is an entry-level internship focused on learning and supporting financial planning tasks, while a Financial Analyst is a full-time professional role with greater responsibilities in analyzing financial data and making recommendations.

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Financial Planning Analyst Intern jobs near you
Infographic showing various Financial Planning Analyst Intern job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $41,299 per year, or $19.9 per hour.

Financial Planning Analyst/Financial Planning Associate

Northwestern Mutual

Vernon Hills, IL • On-site

$65K - $85K/yr

Full-time

Re-posted 7 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 74 frontline employees who took The Breakroom Quiz

164th of 308 rated insurance

Job description

Job Opportunity: Financial Planning Analyst/Financial Planning Associate - Finance Team Member
Location: Vernon Hills, IL
Job Type: Full-Time
Industry: Finance
Salary: Competitive, based on experience
Company Description
Northwestern Mutual is a client-centric finance firm specializing in providing full-spectrum financial strategies to individuals, families, and small institutions. Our team of professionals is dedicated to offering comprehensive services, including investment management, financial planning, risk management, and more. We are committed to upholding the highest fiduciary standards, ensuring that our clients' best interests are always at the forefront.
In 2026, Northwestern Mutual was again named one of the World's Most Admired Companies® in its industry according to Fortune's annual survey. Additionally, the Fortune 500® ranking is among the most recognized measures of financial success. Being #109 in 2026 affirms that Northwestern Mutual is among America's premier companies.
Role Description
This is a full-time on-site role for a Financial Planning Analyst with Kevin Londos Team, Northwestern Mutual in Vernon Hills, IL.
We are seeking an experienced and detail-oriented financial planning professional with at least three years of industry experience who is either a CFP® professional or actively pursuing the CFP® designation. This role is designed for individuals who enjoy the technical aspects of wealth management and financial planning and prefer a non-sales, non-client acquisition career path.
The Financial Planning Analyst will provide analytical and planning support to the advisory team through retirement analyses, investment proposals, insurance illustrations, portfolio reviews, and case preparation. This individual will play a key role in helping deliver comprehensive wealth management solutions while working primarily behind the scenes.
The responsibilities of this position include, but are not limited to, the following:
Responsibilities
  • Prepare and maintain comprehensive financial plans.
  • Conduct retirement income and cash flow analyses.
  • Analyze investment statements, account holdings, and portfolio allocations.
  • Develop investment proposals and portfolio recommendations.
  • Prepare meeting materials and case analyses for advisors and client review meetings.
  • Run life insurance, disability insurance, and investment illustrations.
  • Support planning recommendations involving retirement accounts, including IRAs, Roth IRAs, 401(k)s, and qualified plans.
  • Organize and summarize client financial data and documentation.
  • Research planning strategies and assist with implementation.
  • Collaborate with advisors and operations personnel to ensure a high-quality client experience.
  • Maintain accurate and organized planning files and records.
  • Stay current on industry developments, tax laws, retirement planning, and investment concepts.

Qualifications
  • Minimum 3 years of experience in wealth management, financial planning, or financial services
  • Bachelor's degree in finance, Economics, Accounting, or related field required.
  • SIE, Series 6 & 63, Series 7 - required
  • Certified Financial Planner (CFP) designation preferred or active CFP candidate
  • Strong understanding of investments, portfolio construction, and retirement planning.
  • Exceptional analytical, organizational, communication and time-management skills.
  • Self-motivated individual with a team-orientated focus.
  • Expertise in Microsoft Office and related financial software systems.

Compensation
  • Salary range: $65,000-$85,000 annually, depending on experience, credentials, and qualifications.
  • Performance-based bonus opportunities may be available.
  • Opportunities for continuing education and professional development.

Ideal Candidate
The ideal candidate enjoys the technical and analytical side of wealth management, is highly organized, and is passionate about delivering exceptional planning support. This position is intended for professionals seeking a long-term, specialized career path focused on financial planning and portfolio analysis rather than business development or lead advisory responsibilities.

What Northwestern Mutual employees say

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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

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