College Financial Planning Intern — Build Your Practice

Northwestern Mutual; Charlotte (NC); On-site; USD 500 - 1,000; Part time

Benefits offered by this job

Performance earnings

Learning and Development incentives

Productivity bonuses

Licensing support (life, health, DI,  

SIE, Series 6, Series 63 registrations

Job summary

Northwestern Mutual invites college students to join its internship as College Financial Representatives, gaining hands-on experience building a financial planning practice with guidance from experienced professionals within a Fortune 500 company.

You will learn prospecting, client meetings, and planning using proprietary tools, while receiving weekly coaching, licensing support, and opportunities to interview for full-time roles after graduation.

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 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 licensing for life, accident, and health.
• Build life skills for future career opportunities

Skills

Full-time student

Entrepreneurial mindset

Campus involvement

Time management

Financial literacy interest

Business acumen

Education

Currently pursuing college degree

Tools

Proprietary planning software

Job description

Northwestern Mutual invites college students to join its internship as College Financial Representatives, gaining hands-on experience building a financial planning practice with guidance from experienced professionals within a Fortune 500 company.

You will learn prospecting, client meetings, and planning using proprietary tools, while receiving weekly coaching, licensing support, and opportunities to interview for full-time roles after graduation.