College Financial Planner Intern

Northwestern Mutual; Oshkosh (WI); On-site; USD 500 - 1,000; Full time

Benefits offered by this job

Performance-based earnings and revenue

Learning and Development Incentives (à

Productivity Bonuses

Licensing support (life, health, DI,).

Job summary

Northwestern Mutual College Financial Representatives internship provides guidance, connection, and a framework for building an integrated financial planning practice from the ground up. You will work with local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company while you develop confidence and a professional network.

Responsibilities mirror a full-time Financial Representative role, including prospecting, meeting clients, and preparing plans.

Qualifications

• Full-time student; juniors and seniors preferred.
• Entrepreneurial ambitions and curiosity for sales.
• 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.

Skills

Entrepreneurial ambitions

Time management

Interest in financial literacy

Sales mindset

Education

Full-time student; juniors and seniors preferred

Tools

Proprietary planning software

Job description

Northwestern Mutual College Financial Representatives internship provides guidance, connection, and a framework for building an integrated financial planning practice from the ground up. You will work with local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company while you develop confidence and a professional network.

Responsibilities mirror a full-time Financial Representative role, including prospecting, meeting clients, and preparing plans.