College Financial Planner Intern — Flexible Schedule & Growth

Northwestern Mutual

Philadelphia (Philadelphia County)

On-site

USD 500 - 1,000

Full time

5 days ago
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Benefits offered by this job

Learning incentives (up to $1000/mo)
Licensing support
Regulatory exam prep (SIE/Series 6/63)

Job summary

Northwestern Mutual offers a College Financial Representative internship designed to teach you how to build a financial planning practice from the ground up while leveraging the support of a Fortune 500 company.

You will learn prospecting, planning, and client meetings, with coaching and access to exclusive tools. Eligible students may interview for full-time roles after graduation, with licensing pathways provided.

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
Time management
Campus leadership
Networking

Job description

Northwestern Mutual offers a College Financial Representative internship designed to teach you how to build a financial planning practice from the ground up while leveraging the support of a Fortune 500 company.

You will learn prospecting, planning, and client meetings, with coaching and access to exclusive tools. Eligible students may interview for full-time roles after graduation, with licensing pathways provided.

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