College Financial Planning Intern

Northwestern Mutual

Charlotte (NC)

Sur place

USD 500 - 1 000

Plein temps

14 jours+

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Un CV et une lettre de motivation personnalisés, prêts à envoyer.

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Avantages offerts par ce poste

Flexible schedule
Licensing support (SIE, Series 6/63)
Professional development opportunities

Résumé du poste

Northwestern Mutual is seeking college students for its College Financial Representative internship. You will learn to prospect, build a client base, develop a business strategy, and present financial plans using proprietary planning tools.

You’ll receive weekly coaching, licensing support (Life, Accident, Health, SIE/Series 6/63 eligibility), and the potential to interview for a full‑time Financial Representative or Advisor role after graduation. Flexible schedule to fit classes and life.

Qualifications

  • Full-time student; juniors and seniors preferred.
  • Entrepreneurial ambitions and curiosity for sales.
  • Highly involved on campus (leader, athlete, campus orgs, student government).
  • Excellent time-management skills.
  • Interest in financial literacy and planning tools.
  • Business savvy and desire to increase critical thinking abilities.

Responsabilités

  • 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.

Connaissances

Entrepreneurial mindset
Sales curiosity
Campus involvement
Time management
Financial literacy
Critical thinking

Outils

Proprietary planning software

Description du poste

Northwestern Mutual is seeking college students for its College Financial Representative internship. You will learn to prospect, build a client base, develop a business strategy, and present financial plans using proprietary planning tools.

You’ll receive weekly coaching, licensing support (Life, Accident, Health, SIE/Series 6/63 eligibility), and the potential to interview for a full‑time Financial Representative or Advisor role after graduation. Flexible schedule to fit classes and life.

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