Aspiring Financial Advisor Internship - Build Your Practice

Northwestern Mutual; Campbell (CA); On-site; USD 500 - 1,000; Part time

Benefits offered by this job

Performance-based earnings

Learning & Development incentives

Productivity bonuses

Licensing support (SIE, Series 6, 63)

Job summary

Northwestern Mutual offers College Financial Representative internships designed to guide students in building an integrated financial planning practice while leveraging the resources of a Fortune 500 company. The role emphasizes prospecting, strategy development, client meetings, and ongoing coaching with licensing support available.

Interns can pursue Series 6/63, SIE, and CFP certifications, with opportunities for full-time roles upon graduation.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Entrepreneurial sales mindset

Campus involvement

Time management

Financial literacy interest

Business savvy

Job description

Northwestern Mutual offers College Financial Representative internships designed to guide students in building an integrated financial planning practice while leveraging the resources of a Fortune 500 company. The role emphasizes prospecting, strategy development, client meetings, and ongoing coaching with licensing support available.

Interns can pursue Series 6/63, SIE, and CFP certifications, with opportunities for full-time roles upon graduation.