College Financial Planner Intern

Northwestern Mutual; Waterloo (IA); On-site; USD 500 - 1,000; Part time

Benefits offered by this job

Performance-based earnings

Learning and Development Incentives (≤

Productivity Bonuses

Support for insurance licensing (life,

Job summary

Northwestern Mutual—an established, Fortune 500 company—offers a College Financial Representative internship to help students build a financial planning practice while engaging with experts and exclusive products.

You can gain guidance, a professional network, and support for licensing exams like Series 6/63 and potentially CFP, with opportunities to interview for a full-time advisor role 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 mindset

Time management

Campus involvement

Sales interest

Financial literacy interest

Education

Junior or senior college student

Tools

Proprietary planning software

Job description

Northwestern Mutual—an established, Fortune 500 company—offers a College Financial Representative internship to help students build a financial planning practice while engaging with experts and exclusive products.

You can gain guidance, a professional network, and support for licensing exams like Series 6/63 and potentially CFP, with opportunities to interview for a full-time advisor role after graduation.