College Financial Advisor Intern — Build Planning Practice

Northwestern Mutual; Chicago (IL); On-site; USD 500 - 1,000; Full time

Benefits offered by this job

Learning & Development incentives up</

Licensing support (life, health, DI, L

SIE, Series 6, Series 63 registrations

Job summary

Northwestern Mutual seeks College Financial Representatives for an internship that mirrors the full-time Financial Representative role. You will learn prospecting, set meetings, and develop a business strategy while gaining licensing exposure and mentorship.

The internship emphasizes building a client base, leveraging proprietary planning tools, and earning through performance-based incentives and licensing support.

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 ambitions

Campus involvement

Time management

Interest in financial literacy

Business acumen

Sales curiosity

Tools

Proprietary planning software

Job description

Northwestern Mutual seeks College Financial Representatives for an internship that mirrors the full-time Financial Representative role. You will learn prospecting, set meetings, and develop a business strategy while gaining licensing exposure and mentorship.

The internship emphasizes building a client base, leveraging proprietary planning tools, and earning through performance-based incentives and licensing support.