College Financial Advisor Internship — Flexible Growth

Northwestern Mutual

Carlsbad (CA)

On-site

USD 500 - 1,000

Full time

5 days ago
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Benefits offered by this job

Performance-based pay
Development incentives (up to $1000/mo
Productivity bonuses
Licensing and registration support
SIE/Series 6/63 exam support

Job summary

Northwestern Mutual College Financial Representatives internship provides guidance, framework to build an integrated financial planning practice while you study at college.

You’ll gain experience prospecting, meeting clients, and using proprietary planning software, with weekly coaching and eligibility for licensing like Series 6/63 or CFP®. The program offers flexible scheduling and potential path to full-time roles after graduation.

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 ambitions
Time management
Campus involvement
Sales interest
Financial literacy interest

Education

Currently enrolled student

Tools

Proprietary planning software

Job description

Northwestern Mutual College Financial Representatives internship provides guidance, framework to build an integrated financial planning practice while you study at college.

You’ll gain experience prospecting, meeting clients, and using proprietary planning software, with weekly coaching and eligibility for licensing like Series 6/63 or CFP®. The program offers flexible scheduling and potential path to full-time roles after graduation.

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