College Financial Advisor Intern – Flexible Growth

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

Benefits offered by this job

Performance-based earnings

Licensing support (SIE, Series 6/63)

Development incentives up to $1000/mo

Support for licensing (life/health/di)

Leadership events

Job summary

Northwestern Mutual’s College Financial Representative internship provides guidance, connection, and a framework for building an integrated financial planning practice from the ground up, with the support of a Fortune 500 company.

As an intern, you will learn prospecting, develop a business strategy, reach potential clients, and gain exposure to planning software, while receiving weekly coaching and licensing support.

Qualifications

• Full-time student; juniors and seniors preferred.
• Entrepreneurial ambitions and curiosity for sales.
• 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

Time Management

Campus Involvement

Sales Interest

Financial Literacy Interest

Student Status

Job description

Northwestern Mutual’s College Financial Representative internship provides guidance, connection, and a framework for building an integrated financial planning practice from the ground up, with the support of a Fortune 500 company.

As an intern, you will learn prospecting, develop a business strategy, reach potential clients, and gain exposure to planning software, while receiving weekly coaching and licensing support.