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Financial Rep Intern Summer 2026

Northwestern Mutual Waukesha
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Job description:

About us

We are supportive, rewarding, inclusive and our goal is to Provide financial planning for every phase of life. .

Our work environment includes:

  • Modern office setting
  • Food provided
  • Modern office setting
  • Work-from-home days
  • Growth opportunities

Responsibilities:
- Provide financial advice and guidance to clients based on their individual financial goals and objectives
- Develop and implement comprehensive financial plans, including investment strategies, retirement planning, estate planning, and tax planning
- Analyze clients' financial situations and recommend appropriate financial products and services
- Monitor and review clients' investment portfolios to ensure they are aligned with their goals and risk tolerance
- Stay up-to-date on industry trends, market conditions, and regulatory changes that may impact clients' financial plans
- Build and maintain strong relationships with clients through regular communication and proactive service

Skills:
- Strong knowledge of wills, trusts, estate law, and tax regulations
- Technical accounting skills to analyze financial statements and assess the financial health of individuals or businesses
- Proficiency in banking operations and financial products
- Ability to effectively manage investment portfolios and make informed investment decisions
- Excellent sales skills to promote financial products and services to potential clients
- Experience in public accounting or a related field is preferred
- Strong mathematical skills for analyzing complex financial data
- Knowledge of investment management principles and strategies
- Ability to maintain accurate records of client interactions and transactions

Job Types: Full-time, Permanent

Benefits:

 

  • 401(k)
  • Health insurance
  • Life insurance

 

Compensation Package:

 

  • Bonus opportunities
  • Commission pay
  • Employee stock purchase plan
  • Profit sharing
  • Signing bonus

 

Application Question(s):

 

  • Minimum grade level in college is junior and have a permanent working visa.

 

Education:

 

  • Bachelor's (Required)

 

Ability to Commute:

 

  • Waukesha, WI 53188 (Required)

 

Ability to Relocate:

 

  • Waukesha, WI 53188: Relocate before starting work (Required)

 

Work Location: In person