College Financial Advisor Internship: Build Your Practice
Northwestern Mutual
Turn this role into an interview — a resume and cover letter built around what this employer wants.
Benefits offered by this job
Job summary
Northwestern Mutual in the United States seeks College Financial Representatives as part of its internship program. You will learn to prospect, develop a business strategy, meet potential clients, and prepare financial plans with access to exclusive products and expert guidance from a Fortune 500 firm.
The internship offers a flexible schedule around classes, year-round participation, and opportunities to pursue licenses such as Series 6/63 or CFP®.
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 licensing: Life, Accident and Health
- Build life skills that create future career opportunities
Skills
Job description
Northwestern Mutual in the United States seeks College Financial Representatives as part of its internship program. You will learn to prospect, develop a business strategy, meet potential clients, and prepare financial plans with access to exclusive products and expert guidance from a Fortune 500 firm.
The internship offers a flexible schedule around classes, year-round participation, and opportunities to pursue licenses such as Series 6/63 or CFP®.
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