College Financial Planning Intern

Northwestern Mutual

Rockland (MA)

On-site

USD 600 - 1,000

Part time

3 days ago

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Benefits offered by this job

Learning & Development incentives

Licensing support

SIE/Series licenses support

Bonuses

Job summary

Northwestern Mutual offers a College Financial Representative internship designed to build a personal financial planning practice while you study. You will learn prospecting, client outreach, and strategic planning under the guidance of experienced mentors at a Fortune 500 company.

You can gain exposure to planning software, licensing pathways, and events that recognize achievement. A flexible schedule accommodates class commitments and growth opportunities 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.

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

Financial literacy

Business acumen

Tools

Proprietary planning software

Job description

You can gain exposure to planning software, licensing pathways, and events that recognize achievement. A flexible schedule accommodates class commitments and growth opportunities after graduation.

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