College Financial Planning Intern

Northwestern Mutual; Fairfield (CT); On-site; USD 500 - 1,000; Full time

Job summary

Northwestern Mutual invites university students to join its College Financial Representative internship, a program that guides you to build an integrated financial planning practice while you study. You will learn prospecting, develop business strategy, meet with potential clients, and gain hands-on experience with planning software, coaching, and licensing support.

The internship offers flexible scheduling, access to national events, and potential pathways to full-time roles after graduation.

Qualifications

• Full-time student; juniors and seniors preferred.
• Entrepreneurial ambitions and curiosity for sales.
• Excellent time-management skills.
• Interest in financial literacy and planning tools.
• Business savvy and desire to increase critical thinking abilities.

Responsibilities

• Learn prospecting and networking to build your client base.
• Develop and execute a business strategy.
• Call on potential clients and set meetings to understand goals.
• Prepare plans and offer useful recommendations.
• Gain exposure to proprietary planning software platforms.
• Engage in weekly coaching, training, and development meetings.

Skills

Entrepreneurial mindset

Time management

Campus involvement

Sales interest

Education

Full-time student; juniors and seniors preferred

Tools

Proprietary planning software

Job description

Northwestern Mutual invites university students to join its College Financial Representative internship, a program that guides you to build an integrated financial planning practice while you study. You will learn prospecting, develop business strategy, meet with potential clients, and gain hands-on experience with planning software, coaching, and licensing support.

The internship offers flexible scheduling, access to national events, and potential pathways to full-time roles after graduation.