College Financial Planning Intern: Build Your Practice

Northwestern Mutual; Campbell (CA); On-site; USD 500 - 1,000; Full time

Benefits offered by this job

Performance-based earnings

Learning incentives

Productivity bonuses

Licensing support

Registrations support

Job summary

Northwestern Mutual College Financial Representatives internship program offers guidance and a framework to build an integrated financial planning practice while leveraging the resources of a Fortune 500 company. You will learn prospecting, develop a business strategy, and gain exposure to planning software as you connect with clients and peers.

With a flexible schedule to fit classes, you may pursue Series 6/63 or CFP licensing and have opportunities to interview for full-time roles after

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

• 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

Campus involvement

Sales interest

Financial literacy interest

Tools

Planning software

Job description

Northwestern Mutual College Financial Representatives internship program offers guidance and a framework to build an integrated financial planning practice while leveraging the resources of a Fortune 500 company. You will learn prospecting, develop a business strategy, and gain exposure to planning software as you connect with clients and peers.

With a flexible schedule to fit classes, you may pursue Series 6/63 or CFP licensing and have opportunities to interview for full-time roles after