College Financial Planner Internship: Build Your Practice

Northwestern Mutual

Grand Rapids (MI)

On-site

USD 1,000 - 2,000

Full time

14 days+
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Benefits offered by this job

Licensing support
Registration support
Incentives
Bonuses

Job summary

Northwestern Mutual College Financial Representatives internship offers guidance and a framework to build an integrated financial planning practice while still in school.

You will prospect, network, and meet clients to understand financial goals, develop plans, and gain exposure to planning software, coaching, and licensing paths such as Series 6/63 and CFP. Eligible students may interview for full-time roles upon graduation.

Qualifications

  • Full-time student; juniors and seniors preferred.
  • Entrepreneurial mindset with curiosity for sales.
  • Active campus involvement and leadership.
  • Strong time-management and planning 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 discuss goals.
  • Prepare financial plans and recommendations.
  • Gain exposure to proprietary planning software.
  • Attend weekly coaching and development meetings.
  • Obtain licenses: Life, Accident, and Health.
  • Build life skills for future career opportunities.

Skills

Entrepreneurial ambitions
Campus involvement
Time-management
Financial literacy interest
Business savvy

Education

College student

Tools

Proprietary planning software

Job description

Northwestern Mutual College Financial Representatives internship offers guidance and a framework to build an integrated financial planning practice while still in school.

You will prospect, network, and meet clients to understand financial goals, develop plans, and gain exposure to planning software, coaching, and licensing paths such as Series 6/63 and CFP. Eligible students may interview for full-time roles upon graduation.

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