Financial Planning Internships
Financial planning internships give university students, recent graduates, and early-career switchers hands-on project experience analyzing client portfolios and financial models, mentorship from working financial planners, and, at many employers, a path toward a full-time offer. Roles cover Insurance, with Mariner Wealth Advisors, Northwestern Mutual, and LKJ Financial among the employers posting roles now.
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WEC Business Services LLC, a subsidiary of WEC Energy Group, is seeking a Intern - Financial and Regulatory Planning in our Milwaukee, Wisconsin location. This internship is full-time during the Summer of 2027. The hourly rate for this internship is $21.30 with paid company holidays.
About Us
WEC Energy Group is one of the nation’s largest electric generation and distribution and natural gas delivery holding companies serving 4.7 million customers across the Midwest. We are committed to providing clean, reliable, and affordable energy in an environmentally sustainable manner. Customers are the heart of our business, and we work every day to help grow and support communities where we provide vital energy services.
As a Fortune 500 company, we value and develop our employees who are making a difference in a mission that matters. We don’t just offer a job; we provide fulfilling careers where safety and well-being are paramount. Join our team and experience first-hand our commitment to your success. We offer competitive pay and benefits to recognize your hard work and dedication.
If you’re talented, energetic and ready for a career with a future, we want you on our team. We are powered by a diverse and inclusive workforce fueled by the pride in what we do. If you're driven by the passion to change lives, this is the place for you.
Job Responsibilities
This position supports the Financial Planning and Analysis and Regulatory Planning and Accounting functions within WEC Energy Group.
Financial Planning and Analysis
- Assist in preparation and communication of the Company’s monthly & long-range financial forecasts
- Assist in preparation & review of key metrics, rate case filings, various one-off requests
- Maintain & enhance the UI Forecasting model
- Modify existing reports and calculations as needed to reflect changes in requirements and / or assumptions
- Communicate forecast results to key stakeholders including senior leadership
- Work with departments across the company to ensure accuracy of data and validity of information
- Lead and support process improvement initiatives
- Position will be expected to apply knowledge of interrelationships in processes and utilize problem solving skills to recommend process improvements.
Rate Case Support
- Assist in preparation, communication, and tracking of rate case schedule with cross departmental team
- Assist Business Unit finance in rate case schedule, testimony and data request preparation
- Prepare responses to rate case data requests
- Track and model proposed adjustments from Commission Staff and Rate Case Intervenors
Minimum Qualifications
- High School Diploma, GED, or HSED
- Current pursuit of a Bachelor’s or Master's degree in Business Administration, Finance, Accounting, Economics, Statistics, Information Systems, or closely related discipline with a graduation date after June 2027
- Minimum GPA of 2.8
End Date: 11/15/2026
Pay Range Minimum: $21.30
Pay Range Maximum: $24.60
The pay range reflects the minimum and maximum for the position at the time of posting and may be modified in the future. The starting salary/pay within the pay range will be based on several factors, as applicable, but not limited to, relevant education, qualifications, certifications, experience, skills, geographic location, shift, travel requirements, collective bargaining agreements, and business and organizational needs. At WEC Energy Group, it is not typical for an individual to be hired at or near the top of the range for their role.
WEC Energy Group benefits
We reserve the right to modify the application deadline or discontinue accepting applications for any position if deemed necessary. Applications will be reviewed on a rolling basis, with interviews commencing after submission for qualified candidates.
Learn more at Careers
WEC Energy Group will only employ those who are legally authorized to work in the United States. Individuals with temporary visas such as E, F-1 with OPT or CPT, H-1, H-2, L-1, B, J or TN, or who need sponsorship for work authorization now or in the future, are not eligible for hire.
WEC Energy Group and its subsidiaries are Equal Opportunity Employers. As a result, all qualified applicants will receive equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status. The Company also complies with all applicable federal, state and local laws that require it to take affirmative action.
EEO/AA policies and statements
WEC Business Services LLC, a subsidiary of WEC Energy Group, is seeking a Intern - Financial and Regulatory Planning in our Milwaukee, Wisconsin location. This internship is full-time during the Summer of 2027. The hourly rate for this internship is $21.30 with paid company holidays.
About Us
WEC Energy Group is one of the nation’s largest electric generation and distribution and natural gas delivery holding companies serving 4.7 million customers across the Midwest. We are committed to providing clean, reliable, and affordable energy in an environmentally sustainable manner. Customers are the heart of our business, and we work every day to help grow and support communities where we provide vital energy services.
As a Fortune 500 company, we value and develop our employees who are making a difference in a mission that matters. We don’t just offer a job; we provide fulfilling careers where safety and well-being are paramount. Join our team and experience first-hand our commitment to your success. We offer competitive pay and benefits to recognize your hard work and dedication.
If you’re talented, energetic and ready for a career with a future, we want you on our team. We are powered by a diverse and inclusive workforce fueled by the pride in what we do. If you're driven by the passion to change lives, this is the place for you.
Job Responsibilities
This position supports the Financial Planning and Analysis and Regulatory Planning and Accounting functions within WEC Energy Group.
Financial Planning and Analysis
- Assist in preparation and communication of the Company’s monthly & long-range financial forecasts
- Assist in preparation & review of key metrics, rate case filings, various one-off requests
- Maintain & enhance the UI Forecasting model
- Modify existing reports and calculations as needed to reflect changes in requirements and / or assumptions
- Communicate forecast results to key stakeholders including senior leadership
- Work with departments across the company to ensure accuracy of data and validity of information
- Lead and support process improvement initiatives
- Position will be expected to apply knowledge of interrelationships in processes and utilize problem solving skills to recommend process improvements.
Rate Case Support
- Assist in preparation, communication, and tracking of rate case schedule with cross departmental team
- Assist Business Unit finance in rate case schedule, testimony and data request preparation
- Prepare responses to rate case data requests
- Track and model proposed adjustments from Commission Staff and Rate Case Intervenors
Minimum Qualifications
- High School Diploma, GED, or HSED
- Current pursuit of a Bachelor’s or Master's degree in Business Administration, Finance, Accounting, Economics, Statistics, Information Systems, or closely related discipline with a graduation date after June 2027
- Minimum GPA of 2.8
End Date: 11/15/2026
Pay Range Minimum: $21.30
Pay Range Maximum: $24.60
The pay range reflects the minimum and maximum for the position at the time of posting and may be modified in the future. The starting salary/pay within the pay range will be based on several factors, as applicable, but not limited to, relevant education, qualifications, certifications, experience, skills, geographic location, shift, travel requirements, collective bargaining agreements, and business and organizational needs. At WEC Energy Group, it is not typical for an individual to be hired at or near the top of the range for their role.
WEC Energy Group benefits
We reserve the right to modify the application deadline or discontinue accepting applications for any position if deemed necessary. Applications will be reviewed on a rolling basis, with interviews commencing after submission for qualified candidates.
Learn more at Careers
WEC Energy Group will only employ those who are legally authorized to work in the United States. Individuals with temporary visas such as E, F-1 with OPT or CPT, H-1, H-2, L-1, B, J or TN, or who need sponsorship for work authorization now or in the future, are not eligible for hire.
WEC Energy Group and its subsidiaries are Equal Opportunity Employers. As a result, all qualified applicants will receive equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status. The Company also complies with all applicable federal, state and local laws that require it to take affirmative action.
EEO/AA policies and statements
Financial Planning Internship Market
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Tips for Your Financial Planning Internship Search
Apply for summer roles in the fall
Large financial services firms and wealth management companies open summer internship applications as early as August or September the year before. Waiting until spring means the structured cohort programs are already closed. Treat fall as your primary application season and set reminders for when target firms typically post.
Build financial models before you apply
Hiring teams for financial planning internships expect limited work history, so your portfolio carries the weight. Document two or three projects, such as a personal finance analysis, a DCF model, or a budgeting case study, noting the tools used and linking to the work. Recruiters need a concrete artifact to evaluate your skills.
Work your campus network and apply directly at the same time
Campus career fairs surface structured programs tied to your university, and professors or career center staff often know which financial planning employers recruit from your school before roles post publicly. Applying directly to smaller firms running their own cohorts alongside campus activity widens the pool you reach.
Practice walking through a financial scenario out loud
Financial planning intern screens often include a case-style conversation where you analyze a client scenario, work through a budgeting problem, or interpret a financial statement. Practice your answers out loud, explaining your reasoning step by step, because interviewers weigh how you think through the problem as much as the final answer.
Target CFP-track and rotational programs early
Larger financial services firms run structured internship programs designed to train people new to the field, often aligned with the CFP pathway or a rotational model covering planning, investments, and client service. These programs recruit early and fill fast, so identify the ones that fit your goals and apply in the first wave.
Set your work-type filter before you start
On-site roles are 90% of the financial planning internships listed here. Decide what you can realistically commit to before you search, then filter by location and work type so you are not sorting through roles you cannot take. Applying only to roles that fit your situation keeps your effort focused.
Financial Planning Internships: Frequently Asked Questions
How do I get a financial planning internship?
Lead with coursework and projects rather than work history, since hiring teams expect limited experience at the intern level. Build a portfolio that includes financial models, investment analyses, or budgeting case studies, giving recruiters a concrete artifact to assess. Combine direct applications with campus career fairs, where financial planning recruiters often move faster with students they meet in person.
Can a financial planning internship turn into a full-time job?
Many employers extend return offers to strong interns, but conversion is never guaranteed. What actually drives it for financial planning interns is the quality of your work on real client or analytical projects, available headcount on the team, and how early in the internship you signal interest in returning. Position for it without counting on it.
When should I apply for financial planning internships?
Earlier than most expect. Large financial services employers and wealth management firms recruit summer interns the preceding fall, sometimes opening applications in August or September. Smaller firms, regional practices, and co-op programs post much closer to start dates, so openings appear year-round. Check listings regularly and treat fall as prime application season for the following summer.
Are financial planning internships paid?
Most professional financial planning internships in the U.S. are paid. Compensation varies by company size, industry segment, and location. Where an employer discloses pay, the listing shows it. Larger firms and structured rotational programs tend to offer more competitive compensation than smaller independent practices.
What should a financial planning internship resume include?
Lead with projects, not work history. Include two or three documented projects showing the tools you used, such as Excel financial models, DCF analyses, or budgeting simulations, with links to the work where possible. Add relevant coursework like financial planning, investments, or tax. Keep the whole resume to one page.
Are there remote financial planning internships?
Yes. Remote and hybrid roles make up 10% of the financial planning internship listings here, with the rest on-site. Remote cohorts fill fast because they attract applicants nationally, so apply early and filter by work type to see them before they close.
What is a CFP-track internship program in financial planning?
Some larger financial planning firms and wealth management companies run structured internship programs designed to introduce candidates to the Certified Financial Planner pathway. These programs pair interns with planners working toward or holding CFP certification, focus on client-facing skills and plan construction, recruit early in the fall, and are competitive, so apply in the first wave when applications open.
Can international students get financial planning internships?
Yes. F-1 students can intern through CPT while enrolled or through OPT work authorization after finishing a degree, and the employer does not have to file anything for either, so many companies are open to international interns. Confirm your eligibility and timing with your university's international student office before accepting an offer.
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