College Financial Planner Intern

Northwestern Mutual; Raleigh (NC); On-site; USD 1,000 - 2,000; Part time

Benefits offered by this job

Learning incentives up to $1000/month

Productivity bonuses

Licensing support (life, health, DI, L

SIE, Series 6, Series 63 registrations

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 develop confidence, professional networks, and help clients achieve financial freedom while balancing classwork.

The program mirrors the full-time Financial Representative role, with coaching, licensing support (SIE, Series 6, 63), and paths toward full-time opportunities 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.

Skills

Entrepreneurial ambitions

Sales curiosity

Time management

Campus involvement

Leadership

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 develop confidence, professional networks, and help clients achieve financial freedom while balancing classwork.

The program mirrors the full-time Financial Representative role, with coaching, licensing support (SIE, Series 6, 63), and paths toward full-time opportunities after graduation.