College Financial Planner Internship — Build Your Client Base

Northwestern Mutual

Fairfield (CT)

On-site

USD 1,000 - 2,000

Part time

14 days+

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Benefits offered by this job

Performance-based earnings
L&D incentives up to $1000/mo
Productivity bonuses
Licensing support (life/health/DI/LTC)
SIE / Series 6 & 63 support

Job summary

Northwestern Mutual invites college students to join its internship program as College Financial Representatives. You will build a part-time practice while studying, with guidance, access to exclusive products, and Fortune 500 backing.

Expect flexible scheduling to accommodate classes and the opportunity to interview for a full-time role after graduation. The program leads you through coaching, business development, and licensing support (Series 6/63, SIE) as you grow professional networks and

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

Student mindset
Sales curiosity
Campus leadership
Time management
Financial literacy interest
Business mindset

Education

College student

Tools

Planning tools

Job description

Northwestern Mutual invites college students to join its internship program as College Financial Representatives. You will build a part-time practice while studying, with guidance, access to exclusive products, and Fortune 500 backing.

Expect flexible scheduling to accommodate classes and the opportunity to interview for a full-time role after graduation. The program leads you through coaching, business development, and licensing support (Series 6/63, SIE) as you grow professional networks and

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