College Financial Planner Intern

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

Benefits offered by this job

Performance-based earnings

Learning incentives up to $1,000/month

Productivity bonuses

Licensing support (life, health, DI, R

Job summary

Northwestern Mutual College Financial Representative internship provides guidance, a framework for building an integrated financial planning practice, and access to a Fortune 500 company's resources. Flexible scheduling accommodates classes while you grow your client base and professional network.

You will gain hands-on experience with prospecting, business strategy, and licensing pathways, with coaching and nationwide expert support as you prepare for a full-time role after graduation.

Qualifications

• Currently enrolled as a college student and able to commit to the internship program.
• Interest in financial planning and sales.
• Ability to work around class schedule and maintain academic responsibilities.
• Strong communication and networking abilities.
• Willingness to pursue professional licensing (licensing process support provided).
• Proactive, coachable, and collaborative mindset.

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

Time management

Campus involvement

Sales interest

Financial literacy interest

Critical thinking

Job description

Northwestern Mutual College Financial Representative internship provides guidance, a framework for building an integrated financial planning practice, and access to a Fortune 500 company's resources. Flexible scheduling accommodates classes while you grow your client base and professional network.

You will gain hands-on experience with prospecting, business strategy, and licensing pathways, with coaching and nationwide expert support as you prepare for a full-time role after graduation.