College Financial Advisor Internship - Flexible Schedule

Northwestern Mutual; Walnut Creek (CA); On-site; USD 500 - 1,000; Part time

Benefits offered by this job

Licensing support

Leadership development

Flexible schedule

Internship program year-round

Job summary

Northwestern Mutual offers a College Financial Representative internship that guides students in building a financial planning practice while gaining access to exclusive products and Fortune 500 backing. The program includes coaching, development meetings, and licensing support to pursue Series 6/63 or CFP credentials.

You will learn prospecting, client meetings, and strategy development, with flexible scheduling to fit coursework and campus life.

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

Full-time student

Entrepreneurial mindset

Campus involvement

Time management

Financial literacy

Business acumen

Job description

Northwestern Mutual offers a College Financial Representative internship that guides students in building a financial planning practice while gaining access to exclusive products and Fortune 500 backing. The program includes coaching, development meetings, and licensing support to pursue Series 6/63 or CFP credentials.

You will learn prospecting, client meetings, and strategy development, with flexible scheduling to fit coursework and campus life.