College Financial Advisor Internship — Flexible Schedule & Licensing

Northwestern Mutual; Charlotte (NC); On-site; USD 500 - 1,000; Full time

Benefits offered by this job

Licensing support

Incentives up to 1000/mo

Productivity bonuses

Training programs

Job summary

Northwestern Mutual offers a College Financial Representative internship that guides you to build an integrated financial planning practice while studying. You’ll learn to prospect, set meetings, and develop a business strategy with coaching and access to exclusive resources.

The program supports licensing requirements (SIE, Series 6/63) and CFP preparation, with flexible scheduling and pathways to full-time roles after graduation.

Qualifications

• Currently enrolled as a full-time student, juniors or seniors preferred.
• Entrepreneurial mindset and curiosity for sales.
• Strong time-management and organization skills.
• Interest in financial literacy and planning tools.
• Active campus involvement or leadership roles.

Responsibilities

• Learn prospecting and networking to build your business and client base.
• Develop and execute 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.
• Pursue insurance licensing (life, health, DI, LTC).
• Build life skills for future career opportunities.

Skills

Entrepreneurial mindset

Time management

Financial literacy

Critical thinking

Campus involvement

Education

Full-time student (juniors/seniors)

Tools

Planning software

Job description

Northwestern Mutual offers a College Financial Representative internship that guides you to build an integrated financial planning practice while studying. You’ll learn to prospect, set meetings, and develop a business strategy with coaching and access to exclusive resources.

The program supports licensing requirements (SIE, Series 6/63) and CFP preparation, with flexible scheduling and pathways to full-time roles after graduation.