College Financial Planning Intern: Build Your Practice

Northwestern Mutual; Beachwood (OH); On-site; USD 500 - 1,000; Full time

Benefits offered by this job

Performance-based earnings

Learning incentives

Licensing support

Licenses (SIE, Series 6, Series 63)

Job summary

Northwestern Mutual is offering a College Financial Representative internship to help you build a financial planning practice while studying. You’ll gain hands-on experience, mentorship, and access to exclusive products through a Fortune 500 company.

You’ll learn how to network, set meetings, and tailor financial plans for clients, with opportunities to pursue licenses like Series 6/63 and CFP®. The program supports your growth with coaching and national events.

Qualifications

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

Skills

Entrepreneurial mindset

Campus involvement

Time management

Sales curiosity

Financial literacy interest

Education

Currently enrolled student (college)

Job description

Northwestern Mutual is offering a College Financial Representative internship to help you build a financial planning practice while studying. You’ll gain hands-on experience, mentorship, and access to exclusive products through a Fortune 500 company.

You’ll learn how to network, set meetings, and tailor financial plans for clients, with opportunities to pursue licenses like Series 6/63 and CFP®. The program supports your growth with coaching and national events.