College Financial Planner Internship – Build Your Practice

Northwestern Mutual; Whitefish Bay (WI); On-site; USD 600 - 1,000; Part time

Benefits offered by this job

Learning and Development Incentives (≤

Productivity Bonuses

Licensing support (Life, Health, DI,/L

Job summary

Northwestern Mutual seeks College Financial Representatives interns to build an integrated financial planning practice while studying. The program mirrors full-time roles, with guidance, exclusive resources, and support from a Fortune 500 company.

You’ll learn prospecting, develop a business strategy, meet potential clients, and use proprietary planning software. Weekly coaching and licensing support (SIE, Series 6/63) help you grow toward a full-time advisor role after graduation.

Qualifications

• College students (juniors and seniors preferred).
• Entrepreneurial mindset and curiosity for sales.
• Strong time-management and organizational skills.
• Active on campus with leadership or student orgs.
• Interest in financial literacy and planning tools.
• Business-savvy with 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 mindset

Time management

Sales interest

Campus involvement

Financial literacy interest

Business acumen

Education

College student (junior/senior)

Tools

Proprietary planning software

Job description

Northwestern Mutual seeks College Financial Representatives interns to build an integrated financial planning practice while studying. The program mirrors full-time roles, with guidance, exclusive resources, and support from a Fortune 500 company.

You’ll learn prospecting, develop a business strategy, meet potential clients, and use proprietary planning software. Weekly coaching and licensing support (SIE, Series 6/63) help you grow toward a full-time advisor role after graduation.