College Financial Planner Intern

Northwestern Mutual; New York (NY); On-site; USD 1,000 - 2,000; Full time

Benefits offered by this job

Licensing support

SIE, Series 6 & 63 eligibility

Weekly coaching & development

Flexible schedule around classes

Exclusive financial products

Job summary

Northwestern Mutual offers College Financial Representatives internships that guide students to build an integrated financial planning practice while balancing classes. You’ll work with local and nationwide experts, exclusive products, and a Fortune 500 backing to grow your client base and business strategy.

You’ll prospect, set meetings, prepare plans, and gain exposure to planning software, with weekly coaching and licensing support (Life, Accident, Health, SIE/Series 6/63).

Qualifications

• Full-time student; juniors and seniors preferred.
• Entrepreneurial ambitions and curiosity for sales.
• Highly involved on campus (leader, athlete, orgs, student gov).
• 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

Sales orientation

Time management

Networking

Communication skills

Campus involvement

Job description

Northwestern Mutual offers College Financial Representatives internships that guide students to build an integrated financial planning practice while balancing classes. You’ll work with local and nationwide experts, exclusive products, and a Fortune 500 backing to grow your client base and business strategy.

You’ll prospect, set meetings, prepare plans, and gain exposure to planning software, with weekly coaching and licensing support (Life, Accident, Health, SIE/Series 6/63).