College Financial Planner Intern

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

Benefits offered by this job

Performance-based earnings

Learning and Development Incentives

Productivity Bonuses

Licensing support (life, health, DI, L

SIE, Series 6, Series 63 registrations

Job summary

Northwestern Mutual invites college students to join its College Financial Representatives internship to learn how to build a personal financial planning practice. You’ll prospect clients, develop a business strategy, and gain access to exclusive tools while receiving coaching and licensing support.

This internship offers flexible scheduling around classes, the chance to interview for full-time roles after graduation, and a framework to grow professionally within a Fortune 500 company.

Qualifications

• Must be a full-time student with junior/senior status
• Must be entrepreneurial with interest in sales
• Active on campus with leadership roles
• Strong time-management abilities
• Interest in financial literacy and planning tools
• Business mindset and critical thinking

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 ambitions

Curiosity for sales

Excellent time-management

Campus involvement

Interest in financial literacy

Business savvy

Critical thinking abilities

Education

Full-time student; juniors and seniors preferred

Tools

Proprietary planning software

Job description

Northwestern Mutual invites college students to join its College Financial Representatives internship to learn how to build a personal financial planning practice. You’ll prospect clients, develop a business strategy, and gain access to exclusive tools while receiving coaching and licensing support.

This internship offers flexible scheduling around classes, the chance to interview for full-time roles after graduation, and a framework to grow professionally within a Fortune 500 company.