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Personal Finance Internship Jobs (NOW HIRING)

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Personal Finance Internship information

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$11

$19

$26

How much do personal finance internship jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for personal finance 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 type of internship is best for personal finance internship students?

The best internships for personal finance students are typically structured, hands-on roles in financial planning firms, banks, or investment companies that offer exposure to budgeting, financial analysis, and client advising. These internships often require basic knowledge of Excel and finance concepts and may include certifications like CFP or CFA as additional credentials. They provide practical experience and networking opportunities essential for a career in personal finance.

What types of projects or tasks can I expect to work on during a personal finance internship?

As a Personal Finance Intern, you'll typically have the opportunity to assist with client portfolio research, help prepare financial plans, and support advisors with client meetings or presentations. Interns often analyze market trends, update financial documents, and learn to use industry-standard financial planning software. You'll likely collaborate closely with financial advisors and other interns, gaining hands-on experience with real client cases and exposure to the financial advisory process. This diversity of tasks helps interns develop practical skills and gain a comprehensive understanding of personal finance management.

What is a personal finance internship?

A Personal Finance Internship is a temporary position, often for students or recent graduates, where participants gain hands-on experience in the field of personal finance. Interns may assist with budgeting advice, financial planning, research, client communication, or administrative tasks under the supervision of professionals. These positions provide valuable exposure to real-world financial scenarios and help interns develop skills in financial analysis, communication, and client service. Completing a personal finance internship can enhance your resume and prepare you for a career in finance, banking, or financial advising.

What are the key skills and qualifications needed to thrive as a personal finance intern?

To thrive as a Personal Finance Intern, you typically need a background in finance, accounting, or economics, along with strong analytical and quantitative skills. Familiarity with financial software such as Excel, QuickBooks, and budgeting tools, as well as experience with data analysis systems, is often required. Attention to detail, effective communication, and a willingness to learn are vital soft skills for building client trust and adapting to industry demands. These skills ensure accurate financial analysis, effective client support, and readiness for growth in the finance field.

What is the difference between Personal Finance Internship vs Financial Advisor?

AspectPersonal Finance InternshipFinancial Advisor
CredentialsTypically pursuing or recent graduate, no certification requiredRequires certifications like CFP, Series 7, or Series 65
Work EnvironmentInternship setting, often in financial firms or banksClient-facing, consulting environment, often independent or with firms
Employer & IndustryFinancial services firms, banks, or investment companiesFinancial planning firms, banks, or independent practices
Search & Comparison IntentLearning role, entry-level experienceClient advisory, financial planning, and wealth management

In summary, a Personal Finance Internship is an entry-level, educational role aimed at gaining experience in personal finance, while a Financial Advisor is a professional providing personalized financial planning and advice, often requiring certifications and client interaction.

More about Personal Finance Internship jobs

What cities are hiring for Personal Finance Internship jobs?

Cities with the most Personal Finance Internship job openings:

What are the most commonly searched types of Personal Finance jobs?

The most popular types of Personal Finance jobs are:

What states have the most Personal Finance Internship jobs?

States with the most job openings for Personal Finance Internship jobs include:

What job categories do people searching Personal Finance Internship jobs look for?

The top searched job categories for Personal Finance Internship jobs are:

Infographic showing various Personal Finance Internship job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 21% Part Time, and 4% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $41,299 per year, or $19.9 per hour.

$30/hr

Part-time

Posted 6 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 306 rated insurance


Job description

Job Description:
Internship candidates can expect a part-time schedule during the school year and a full-time onsite internship program during the summer. Candidates must be local to the Milwaukee area during the school year and summer.
Carefully selected from universities across the country, our interns bring distinctive ideas and perspectives to our organization. Our employees are passionate about building our emerging talent and future leaders. In addition to their day-to-day tasks, interns participate in professional development workshops, senior leadership Q&A's, volunteer initiatives, networking/social events, and more!
Accounting/Finance Internship
As an Accounting/Finance Intern, you will work alongside your hiring manager, mentor, and team to complete tasks critical for Northwestern Mutual's success. We are here to help you both identify and continue to develop your future career goals and passions. This internship opportunity is with the Financial Planning & Analysis (FP&A) team.

  • FP&A: Assist team in monthly and annual close processes for expense entries/reporting (including journal entry creation, reconciliations, and system checkouts). Provides support to daily work and assists with special projects.

Bring Your Best! What this role needs. Minimum qualifications

  • Pursuing a Bachelor's degree in Accounting, Finance, or related field from an accredited college or university
  • Cumulative grade point average of 3.0 or higher
  • Previous work or classroom experience in one or more of the following: Accounting, Finance
  • Employer immigration sponsorship is not available for this role

Preferred skills and Proficiencies

  • Effective oral and written communication skills
  • Confirmed analytical and problem-solving ability
  • High degree of self-motivation, passion, and a strive to learn
  • Ability to balance multiple priorities


Next steps
We encourage you to apply! Once your application is reviewed, if selected to move forward, our Emerging Talent team members will reach out for a call, where we will learn more about you and share internship opportunities aligning to your interests and skillsets and share any next steps of our recruiting process.

Who we are

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. At Northwestern Mutual, people matter. And you'll be working for a company that's consistently voted among the "most admired" in the nation. We invite you to explore your career interests with us.

#LI-Hybrid

Compensation Range:

Pay Range - Start:

$16.50

Pay Range - End:

$30.00

We believe in fairness and transparency. It's why we share the salary range for most of our roles. Internship salaries are determined based on academic tenure and major. The standard pay structure is listed.


Build a strong career foundation with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!


Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.



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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