College Financial Planner Intern - Flexible Growth

Northwestern Mutual; Center Valley (Lehigh County); On-site; USD 500 - 1,000; Full time

Benefits offered by this job

Performance earnings

Learning incentives

Productivity bonuses

Licensing support

Exam registrations

Job summary

Northwestern Mutual College Financial Representatives internship provides guidance and a framework for building an integrated financial planning practice from the ground up. You will learn to prospect, build client relationships, and engage local and nationwide experts within a Fortune 500 company.

The program offers flexible scheduling around classes, ongoing coaching, and opportunities to pursue licenses such as Series 6 & 63 or CFP.

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 prospecting and networking 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

Prospecting & networking

Business strategy

Time management

Financial literacy

Sales curiosity

Critical thinking

Job description

Northwestern Mutual College Financial Representatives internship provides guidance and a framework for building an integrated financial planning practice from the ground up. You will learn to prospect, build client relationships, and engage local and nationwide experts within a Fortune 500 company.

The program offers flexible scheduling around classes, ongoing coaching, and opportunities to pursue licenses such as Series 6 & 63 or CFP.