College Financial Advisor Intern — Flexible Schedule

Northwestern Mutual; Coeur d'Alene (ID); On-site; USD 500 - 1,000; Full time

Benefits offered by this job

Performance-based earnings

Licensing support

Productivity bonuses

Licensing exam support

Learning incentives

Job summary

Northwestern Mutual’s College Financial Representative internship provides guidance, a framework, and Fortune 500 backing to help students start building an integrated financial planning practice while balancing classes.

You’ll learn prospecting, develop a business strategy, meet potential clients, and gain exposure to planning software, with weekly coaching and licensing support for Series 6/63 and CFP credentials.

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 prospecting and networking to build client base.
• Develop and execute 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.

Skills

Entrepreneurial mindset

Campus involvement

Time management

Sales interest

Financial literacy interest

Critical thinking

Job description

Northwestern Mutual’s College Financial Representative internship provides guidance, a framework, and Fortune 500 backing to help students start building an integrated financial planning practice while balancing classes.

You’ll learn prospecting, develop a business strategy, meet potential clients, and gain exposure to planning software, with weekly coaching and licensing support for Series 6/63 and CFP credentials.