College Financial Advisor Intern

Northwestern Mutual; Long Beach (CA); On-site; USD 500 - 1,000; Full time

Benefits offered by this job

Licensing support

Exam registrations (SIE, Series 6, 63)

Performance-based earnings

On-site internship

Job summary

Northwestern Mutual offers a College Financial Representative internship that guides students to build a financial planning practice while studying. You’ll learn prospecting, strategic planning, and client meetings while gaining exposure to proprietary planning tools.

The program includes coaching, licensing support, and opportunities for advancement after graduation. Participants can align with class schedules, pursue Series 6/63 or CFP licensing, and attend local and national recognition

Qualifications

• Full-time student; juniors and seniors preferred
• Entrepreneurial ambitions and curiosity for sales
• Highly involved on campus (leader, athlete, campus orgs, student government)
• 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 ambitions and sales

Time-management

Campus involvement

Business mindset

Interest in financial literacy

Communication & networking

Education

Currently enrolled college student

Job description

Northwestern Mutual offers a College Financial Representative internship that guides students to build a financial planning practice while studying. You’ll learn prospecting, strategic planning, and client meetings while gaining exposure to proprietary planning tools.

The program includes coaching, licensing support, and opportunities for advancement after graduation. Participants can align with class schedules, pursue Series 6/63 or CFP licensing, and attend local and national recognition