College Financial Planner Intern - Flexible Schedule

Northwestern Mutual; Boca Raton (FL); On-site; USD 1,000 - 2,000; Full time

Benefits offered by this job

Licensing support

SIE/Series 6/63 support

Bonuses and incentives

Flexible learning schedule

Job summary

Northwestern Mutual in Boca Raton offers an internship for College Financial Representatives to build a real financial planning practice while you study. You will learn prospecting, network with clients, and use planning tools under guidance from local and nationwide experts.

You will receive coaching, licensing support for life, health, DI, LTC, and have the option to interview for a full-time role after graduation in a Fortune 500 company environment.

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

Entrepreneurial ambitions

Sales curiosity

Time-management

Campus involvement

Communication skills

Networking

Education

College student

Tools

Proprietary planning software

Job description

Northwestern Mutual in Boca Raton offers an internship for College Financial Representatives to build a real financial planning practice while you study. You will learn prospecting, network with clients, and use planning tools under guidance from local and nationwide experts.

You will receive coaching, licensing support for life, health, DI, LTC, and have the option to interview for a full-time role after graduation in a Fortune 500 company environment.