College Financial Advisor Internship — Build Your Practice

Northwestern Mutual

Roseville (CA)

On-site

USD 600 - 1,000

Part time

12 days ago
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Benefits offered by this job

Performance-based earnings
Learning and Development Incentives (≤
Productivity Bonuses
Licensing support (life, health, DI, L
SIE, Series 6, Series 63 registrations

Job summary

Northwestern Mutual offers a College Financial Representative internship that guides you to build an integrated financial planning practice while studying, with support from a Fortune 500 company. You will learn prospecting, develop a business strategy, call on clients, and gain exposure to planning software, plus weekly coaching and licensing opportunities (SIE, Series 6/63, CFP).

If you are a full-time student with entrepreneurial drive and campus involvement, this flexible internship can lead

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 mindset
Campus involvement
Time management
Interest in financial literacy tools

Job description

Northwestern Mutual offers a College Financial Representative internship that guides you to build an integrated financial planning practice while studying, with support from a Fortune 500 company. You will learn prospecting, develop a business strategy, call on clients, and gain exposure to planning software, plus weekly coaching and licensing opportunities (SIE, Series 6/63, CFP).

If you are a full-time student with entrepreneurial drive and campus involvement, this flexible internship can lead

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