College Financial Planner Intern — Flexible Schedule

Northwestern Mutual; Long Beach (CA); Vor Ort; USD 500 - 1.000; Vollzeit

Zusammenfassung

Northwestern Mutual offers an internship for College Financial Representatives to help you build a financial planning practice with guidance from local and nationwide experts, supported by a Fortune 500 company.

You will learn prospecting, develop a business strategy, call on clients, and gain exposure to planning software, with weekly coaching and opportunities to pursue Series 6/63, CFP, or a full-time role after graduation.

Qualifikationen

• 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.

Aufgaben

• 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

Kenntnisse

Entrepreneurial mindset

Sales curiosity

Campus involvement

Time management

Financial literacy interest

Critical thinking

Jobbeschreibung

Northwestern Mutual offers an internship for College Financial Representatives to help you build a financial planning practice with guidance from local and nationwide experts, supported by a Fortune 500 company.

You will learn prospecting, develop a business strategy, call on clients, and gain exposure to planning software, with weekly coaching and opportunities to pursue Series 6/63, CFP, or a full-time role after graduation.