College Financial Planner Intern

Northwestern Mutual; Walnut Creek (CA); On-site; USD 1,000 - 2,000; Full time

Benefits offered by this job

Learning incentives

Productivity bonuses

Licensing support (SIE, Series 6/63)

Job summary

Northwestern Mutual College Financial Representatives internship helps you build a financial planning practice while you’re in college. You’ll gain hands-on experience prospecting, meeting clients, and using planning tools, with weekly coaching and access to exclusive resources from a Fortune 500 company.

You may pursue licenses (SIE, Series 6, Series 63) and potentially interview for a full-time role after graduation, with flexible scheduling to fit your life and classes.

Qualifications

• Must be a full-time student; juniors and seniors preferred.
• Entrepreneurial ambitions and curiosity for sales.
• Highly involved on campus (leader, athlete, orgs, student government).
• 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

Campus involvement

Time management

Interest in financial literacy

Sales curiosity

Job description

Northwestern Mutual College Financial Representatives internship helps you build a financial planning practice while you’re in college. You’ll gain hands-on experience prospecting, meeting clients, and using planning tools, with weekly coaching and access to exclusive resources from a Fortune 500 company.

You may pursue licenses (SIE, Series 6, Series 63) and potentially interview for a full-time role after graduation, with flexible scheduling to fit your life and classes.