College Financial Planner Intern

Northwestern Mutual; Town of Wausau (WI); Vor Ort; USD 500 - 1.000; Teilzeit

Zusammenfassung

Northwestern Mutual offers an internship through College Financial Representatives to help you build an integrated financial planning practice while studying. You’ll gain coaching, access to expert resources, and opportunities to interview for a full-time Financial Representative or Advisor role after graduation.

You can pursue licenses like Series 6 & 63 or CFP, with flexible scheduling around classes and a path to professional growth within a Fortune 500 company.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Entrepreneurial ambitions

Excellent time-management

Campus leadership

Interest in financial literacy

Business savvy

Ausbildung

Junior or senior college student

Jobbeschreibung

Northwestern Mutual offers an internship through College Financial Representatives to help you build an integrated financial planning practice while studying. You’ll gain coaching, access to expert resources, and opportunities to interview for a full-time Financial Representative or Advisor role after graduation.

You can pursue licenses like Series 6 & 63 or CFP, with flexible scheduling around classes and a path to professional growth within a Fortune 500 company.