College Financial Planner Intern — Flexible Schedule

Northwestern Mutual

Onalaska (WI)

On-site

USD 500 - 1,000

Part time

8 hours ago
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Benefits offered by this job

Learning and Development Incentives (u

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 within a Fortune 500 company and access exclusive products and ongoing coaching.

The program provides flexible scheduling around classes, potential pathways to full-time roles after graduation, and support for licensing exams 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 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
Interest in financial literacy

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 within a Fortune 500 company and access exclusive products and ongoing coaching.

The program provides flexible scheduling around classes, potential pathways to full-time roles after graduation, and support for licensing exams such as Series 6/63 or CFP.

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