Aspiring Financial Planner Intern — Flexible Hours

Northwestern Mutual; Lexington (KY); On-site; USD 500 - 1,000; Full time

Job summary

Northwestern Mutual College Financial Representatives internship provides guidance, connection, and a framework for building an integrated financial planning practice from the ground up while you’re in college. Interns participate in weekly coaching, exposure to proprietary planning software, and support for licensing such as Series 6/63 or CFP upon eligibility, with a flexible schedule.

A Fortune 500 company, Northwestern Mutual offers opportunities to interview for a full-time Financial

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
• Receive Risk Product State Licensing: Life, Accident, and Health
• Build life skills that create future career opportunities

Skills

Entrepreneurial sales mindset

Campus involvement

Time management

Financial literacy interest

Business acumen

Networking & prospecting

Tools

Proprietary planning software

Job description

Northwestern Mutual College Financial Representatives internship provides guidance, connection, and a framework for building an integrated financial planning practice from the ground up while you’re in college. Interns participate in weekly coaching, exposure to proprietary planning software, and support for licensing such as Series 6/63 or CFP upon eligibility, with a flexible schedule.

A Fortune 500 company, Northwestern Mutual offers opportunities to interview for a full-time Financial