Financial Advisor Internship Job at Northwestern Mutual, Providence, RI

bFpORlRYb2ZLWU5SZlJXbzlmR1FiSVA0Snc9PQ==
  • Northwestern Mutual
  • Providence, RI

Job Description

Job Title: Financial Advising Intern

Location: Providence

Duration: Summer 2025, 10–12 weeks

About Us:

At Northwestern Mutual, we’re committed to helping individuals and businesses achieve financial confidence and long-term success. As a trusted firm, we offer personalized financial planning, investment advice, and retirement strategies. Our team of experienced advisors is passionate about educating future professionals and empowering them with hands-on industry experience.

Position Summary:

We are seeking a motivated and detail-oriented Financial Advising Intern to join our dynamic team. This internship is designed for students interested in financial planning, investment strategies, and client relationship management. You’ll work alongside seasoned advisors and gain insight into real-world financial advising processes.

Responsibilities:

  • Assist in developing financial plans and investment strategies for clients
  • Conduct market research and prepare financial reports
  • Support advisors in client meetings and follow-up communications
  • Help maintain client databases and ensure accuracy of financial records
  • Learn and utilize financial planning software and tools
  • Stay informed on industry trends, economic news, and regulatory changes

Qualifications:

  • Currently pursuing a degree in Finance, Economics, Business, or related field
  • Strong analytical and problem-solving skills
  • Excellent verbal and written communication
  • Proficiency in Microsoft Excel and financial software (experience with tools like Morningstar, eMoney, or Salesforce is a plus)
  • Interest in pursuing a career in financial planning or investment advising
  • Ability to work independently and as part of a team

What You’ll Gain:

  • Real-world experience in financial advising and client services
  • Mentorship from experienced financial advisors
  • Networking opportunities with professionals in the financial industry

Potential for future employment opportunities

Job Tags

Summer work,

Similar Jobs

David Boland, Inc.

Assistant Construction Manager Job at David Boland, Inc.

 ...Duties include, but are not limited to: Assisting in preconstruction efforts of newly awarded projects, including development of CPM Schedules and other required documents and plans. Participating in the preconstruction meeting. Communicating with... 

Melinda Maria

Student Media Production Intern (unpaid) Job at Melinda Maria

 ...Internship Overview: This internship will focus on media production, primarily photography, video and post production. The company has it's own in-house Media production unit for marketing on social media, email, print, and broadcast channels. The Melinda Maria... 

TAG - The Aspen Group

UX Designer Job at TAG - The Aspen Group

 ...a reflection of our current needs and planned growth we are very pleased to offer a new opportunity to join our dedicated team as a UX Designer. Job Description: We are looking for a talented and motivated UX Designer with 1-3 years of experience to join our growing... 

Visionary Concepts

Entry Level Sales Management Trainee Job at Visionary Concepts

 ...Entry-Level Sales Management Trainee Opportunity Are you ready to kickstart your career in sales and leadership? Do you thrive in dynamic environments and enjoy working with people? If so, we have the perfect role for you! We are seeking enthusiastic and driven individuals... 

Adams & Martin Group

Legal Receptionist Job at Adams & Martin Group

 ...Adams & Martin Group is seeking a Receptionist to join a busy law firm in the South Metro. This is a direct hire opportunity with a fully onsite...  ...and organized reception area. Monitoring and ordering office supplies as needed. Updating client information and case...