College Financial Planner Intern - Flexible Schedule

UNAVAILABLE; Orlando (FL); On-site; USD 500 - 1,000; Full time

Benefits offered by this job

Licensing support (SIE, Series 6/63)

Learning & Development incentives

Productivity bonuses

Licensing for life, health & DI

Job summary

Northwestern Mutual offers an internship program through its College Financial Representatives, guiding students to build a personal financial planning practice with expert support from a Fortune 500 company.

Interns gain hands-on experience, access to exclusive products, and opportunities to pursue Series 6/63 licensing and CFP certification while attending weekly coaching and development meetings.

Qualifications

• Currently enrolled as a full-time student, juniors or seniors preferred.
• Entrepreneurial mindset with curiosity for sales and business development.
• Involvement on campus and strong time-management skills.
• Interest in financial literacy and planning tools.

Responsibilities

• Learn prospecting and networking to build client base.
• Develop and execute a business strategy.
• Call on potential clients and set meetings to assess goals.
• Prepare plans and offer recommendations.
• Gain exposure to planning software platforms.
• Participate in weekly coaching and development meetings.
• Support licensing progress for life, health, and related products.

Skills

Prospect & network building

Business strategy execution

Client outreach

Planning software knowledge

Weekly coaching participation

Licensing readiness (Licensing prep)

Education

College student (juniors/seniors preferred)

Tools

Planning software platforms

Job description

Northwestern Mutual offers an internship program through its College Financial Representatives, guiding students to build a personal financial planning practice with expert support from a Fortune 500 company.

Interns gain hands-on experience, access to exclusive products, and opportunities to pursue Series 6/63 licensing and CFP certification while attending weekly coaching and development meetings.