College Financial Advisor Intern

Northwestern Mutual; Onalaska (WI); On-site; USD 500 - 1,000; Part time

Benefits offered by this job

Learning incentives

Productivity bonuses

Licensing support

Licensing prep

Job summary

Northwestern Mutual is seeking a College Financial Representative intern in Wisconsin to help build a personal financial planning practice while studying. You’ll learn to prospect, set meetings, develop plans, and gain exposure to planning software and coaching.

As an intern, you’ll enjoy a flexible schedule, ongoing training, and opportunities to interview for a full-time role after graduation, with licensing support including SIE, Series 6/63 and CFP options.

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 attitude

Sales interest

Time management

Campus involvement

Networking

Communication skills

Financial literacy

Education

College student (undergrad)

Junior or senior status

Finance/Business preferred

Tools

Proprietary planning software

Job description

Northwestern Mutual is seeking a College Financial Representative intern in Wisconsin to help build a personal financial planning practice while studying. You’ll learn to prospect, set meetings, develop plans, and gain exposure to planning software and coaching.

As an intern, you’ll enjoy a flexible schedule, ongoing training, and opportunities to interview for a full-time role after graduation, with licensing support including SIE, Series 6/63 and CFP options.