College Financial Planner Internship — Flexible Schedule

Northwestern Mutual

New York (NY)

On-site

USD 500 - 1,000

Part time

4 days ago
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Benefits offered by this job

Licensing support
SIE/Series 6/63 eligibility
Learning incentives (up to $1000/month
Productivity bonuses

Job summary

Northwestern Mutual offers College Financial Representatives internships designed to mirror the full-time Financial Representative role. You will learn prospecting, networking, and delivering financial plans while gaining access to proprietary planning tools, weekly coaching, and licensing support.

This year-round program can lead to full-time opportunities after graduation. Participants benefit from guidance within a Fortune 500 company, networking events, and leadership programs, with a focus

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 schedule
Entrepreneurial spirit
Campus involvement
Time management
Financial literacy interest
Critical thinking

Education

Junior or senior college student

Tools

CRM tools

Job description

Northwestern Mutual offers College Financial Representatives internships designed to mirror the full-time Financial Representative role. You will learn prospecting, networking, and delivering financial plans while gaining access to proprietary planning tools, weekly coaching, and licensing support.

This year-round program can lead to full-time opportunities after graduation. Participants benefit from guidance within a Fortune 500 company, networking events, and leadership programs, with a focus

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