College Financial Planning Intern — Build Your Practice

Northwestern Mutual

Appleton (WI)

On-site

USD 1,000 - 2,000

Part time

14 days+

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Benefits offered by this job

Learning incentives
Licensing support
Registration support (SIE, Series 6, -
Productivity bonuses
Performance-based earnings

Job summary

Northwestern Mutual is seeking College Financial Representatives for its internship program in Appleton. You will build a financial planning practice while engaging experts, exclusive products, and support from a Fortune 500 company.

The program offers flexible scheduling around classes and paths to full-time roles after graduation. You will learn to prospect, plan, and meet clients, with coaching, licensing support (Series 6/63, CFP), and nationwide resources to help you grow professionally and

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

  • 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 curiosity
Campus involvement
Time management
Financial literacy interest
Business savvy

Education

College student

Job description

Northwestern Mutual is seeking College Financial Representatives for its internship program in Appleton. You will build a financial planning practice while engaging experts, exclusive products, and support from a Fortune 500 company.

The program offers flexible scheduling around classes and paths to full-time roles after graduation. You will learn to prospect, plan, and meet clients, with coaching, licensing support (Series 6/63, CFP), and nationwide resources to help you grow professionally and

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