College Financial Planning Intern

Northwestern Mutual; Albuquerque (NM); On-site; USD 500 - 1,000; Full time

Benefits offered by this job

Learning & development incentives (up 

Licensing support (SIE, Series 6, 63)

Job summary

Northwestern Mutual College Financial Representatives internship program offers guidance and a framework for building a financial planning practice within a Fortune 500 company. You will gain access to local and nationwide experts, exclusive products, and growth opportunities while balancing class schedules.

Interns learn prospecting, business strategy, and client meetings, with weekly coaching and the chance to pursue Series 6/63, CFP, or other licenses as you progress toward full-time roles

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 mindset

Sales interest

Campus involvement

Time management

Financial literacy interest

Business savviness

Job description

Northwestern Mutual College Financial Representatives internship program offers guidance and a framework for building a financial planning practice within a Fortune 500 company. You will gain access to local and nationwide experts, exclusive products, and growth opportunities while balancing class schedules.

Interns learn prospecting, business strategy, and client meetings, with weekly coaching and the chance to pursue Series 6/63, CFP, or other licenses as you progress toward full-time roles