College Financial Planner Intern — Flexible Schedule
Northwestern Mutual
Turn this role into an interview — a resume and cover letter built around what this employer wants.
Benefits offered by this job
Job summary
Northwestern Mutual is seeking a College Financial Representative intern in Irvine, CA. The program guides you to build an integrated financial planning practice while balancing classes, with access to local and nationwide experts, exclusive products, and Fortune 500 backing.
You will develop business strategies, prospect for clients, and gain hands-on experience with planning software. The role offers weekly coaching, licensing support (SIE, Series 6/63), and opportunities to interview for
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
Job description
Northwestern Mutual is seeking a College Financial Representative intern in Irvine, CA. The program guides you to build an integrated financial planning practice while balancing classes, with access to local and nationwide experts, exclusive products, and Fortune 500 backing.
You will develop business strategies, prospect for clients, and gain hands-on experience with planning software. The role offers weekly coaching, licensing support (SIE, Series 6/63), and opportunities to interview for
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
