College Financial Planner Intern

Northwestern Mutual

Yamato (FL)

On-site

USD 500 - 1,000

Full time

12 days ago
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Benefits offered by this job

Performance-based earnings
Development incentives
Productivity bonuses
Licensing support
SIE/Series licenses

Job summary

Northwestern Mutual offers a College Financial Representative internship that guides students to build an integrated financial planning practice while studying. You’ll work with local and nationwide experts, gain access to exclusive products, and participate in coaching and licensing support.

Potentially interview for a full-time role after graduation. The program emphasizes flexibility around class schedules, professional growth, and a path toward Series 6/63, CFP, or other credentials within a

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.
  • Receive Risk Product State Licensing: Life, Accident, and Health.
  • Build life skills that create future career opportunities.

Skills

Student status
Time management
Campus involvement
Sales interest
Financial literacy
Business acumen

Tools

Licensing prep

Job description

Northwestern Mutual offers a College Financial Representative internship that guides students to build an integrated financial planning practice while studying. You’ll work with local and nationwide experts, gain access to exclusive products, and participate in coaching and licensing support.

Potentially interview for a full-time role after graduation. The program emphasizes flexibility around class schedules, professional growth, and a path toward Series 6/63, CFP, or other credentials within a

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