College Financial Advisor Internship: Build Your Planning Practice

Northwestern Mutual; Boca Raton (FL); On-site; USD 500 - 1,000; Full time

Benefits offered by this job

Learning incentives

Productivity bonuses

Licensing support

Registrations support

Job summary

Northwestern Mutual in Boca Raton, FL is offering an internship as a College Financial Representative. This program provides guidance, a framework for building a personal financial planning practice, and exposure to exclusive products within a Fortune 500 company.

You will learn prospecting, develop a business strategy, meet potential clients, and gain access to proprietary planning software while receiving weekly coaching 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

Prospecting

Networking

Business planning

Client meetings

Tools

Proprietary planning software

Job description

Northwestern Mutual in Boca Raton, FL is offering an internship as a College Financial Representative. This program provides guidance, a framework for building a personal financial planning practice, and exposure to exclusive products within a Fortune 500 company.

You will learn prospecting, develop a business strategy, meet potential clients, and gain access to proprietary planning software while receiving weekly coaching and licensing support.