College Financial Advisor - Flexible Internship & Licensing Support

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

Benefits offered by this job

Performance-based earnings

Development incentives

Productivity bonuses

Licensing support (life, health, DI,/L

Job summary

Northwestern Mutual College Financial Representatives internship provides guidance, a framework for building an integrated financial planning practice from the ground up, and access to exclusive financial products and the strength of a Fortune 500 firm.

You will learn prospecting, develop a business strategy, and engage local and nationwide experts while gaining exposure to Series licensing and CFP opportunities, with potential path to full-time roles after 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
• Receive Risk Product State Licensing: Life, Accident, and Health
• Build life skills that create future career opportunities

Skills

Entrepreneurial mindset

Sales curiosity

Time management

Campus involvement

Networking

Professional development

Education

College student status

Tools

Proprietary planning software

Job description

Northwestern Mutual College Financial Representatives internship provides guidance, a framework for building an integrated financial planning practice from the ground up, and access to exclusive financial products and the strength of a Fortune 500 firm.

You will learn prospecting, develop a business strategy, and engage local and nationwide experts while gaining exposure to Series licensing and CFP opportunities, with potential path to full-time roles after graduation.