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How much do financial planning internship jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for financial planning internship 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 financial planning intern, and why are they important?

To thrive as a Financial Planning Intern, you need a solid grasp of finance principles, analytical skills, and coursework or a degree in finance, accounting, or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), Microsoft Excel, and CRM systems is commonly required. Strong attention to detail, effective communication, and eagerness to learn help interns stand out and build client trust. These competencies are vital for providing accurate financial analyses, supporting advisors, and fostering professional growth in a competitive industry.

What is a financial planning internship?

A Financial Planning Internship is a temporary position, usually for students or recent graduates, that provides hands-on experience in the financial planning industry. Interns typically assist with tasks such as researching investment opportunities, preparing client financial reports, and supporting financial advisors with client meetings. The internship offers valuable exposure to financial strategies, regulatory requirements, and client relationship management. This experience helps interns gain practical skills and insights that are essential for pursuing a career in financial planning.

What is the difference between Financial Planning Internship vs Financial Analyst?

AspectFinancial Planning InternshipFinancial Analyst
Required CredentialsTypically pursuing finance, economics, or related degree; some certifications like CFP are not requiredOften requires a degree in finance, accounting, or economics; certifications like CFA are common
Work EnvironmentInternship setting, often in financial advisory firms or banks, with mentorship and trainingFull-time role in corporate finance, investment firms, or banks, with more responsibility
Employer & Industry UsageUsed by financial advisory firms, banks, and wealth management companies for training new talentUsed by investment firms, corporations, and financial institutions for analysis and decision-making

The main difference is that a Financial Planning Internship is an entry-level, training-focused position for students or recent graduates, while a Financial Analyst is a full-time professional role requiring more experience and often certifications. Internships provide exposure and foundational skills, whereas analyst roles involve in-depth financial analysis and decision support.

What typical projects or tasks can I expect to work on during a financial planning internship?

During a Financial Planning Internship, you can expect to assist with preparing client financial reports, conducting market and investment research, and supporting the development of financial plans under the guidance of experienced advisors. Interns often participate in client meetings, help with data entry and analysis using financial planning software, and collaborate with team members to ensure clients’ portfolios are up-to-date. This hands-on experience provides valuable insight into the day-to-day responsibilities of a financial planner and helps interns develop both technical and communication skills crucial for a future career in finance.
More about Financial Planning Internship jobs
What cities are hiring for Financial Planning Internship jobs? Cities with the most Financial Planning Internship job openings:
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Financial Planning Internship jobs near you
Infographic showing various Financial Planning Internship job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% 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.

College Financial Representative, Internship Program

Northwestern Mutual

Salt Lake City, UT • On-site

Other

Medical, Life

Re-posted 27 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 73 frontline employees who took The Breakroom Quiz

163rd of 303 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 contractors1 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 growing2
  • $257 billion retail investment client assets held or managed by Northwestern Mutual3
  • Forbes' Best Employers for Diversity (2018-2021)
  • Unsurpassed financial strength4
  • 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 RangeUSD $500.00 - USD $1,000.00 /Yr.Employment Type: INTERN

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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