College Financial Planning Intern - Build Your Practice

Northwestern Mutual

Lancaster (Lancaster County)

Hybrid

USD 500 - 1,000

Full time

4 days ago
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Benefits offered by this job

Learning incentives
Licensing support
Bonuses

Job summary

Northwestern Mutual offers College Financial Representatives internships to guide and frame an integrated financial planning practice while leveraging local and nationwide experts and exclusive products. You will build confidence, a professional network, and help people pursue financial freedom in collaboration with a Fortune 500 company.

The program supports licensing like Series 6 & 63 or CFP and offers coaching, recognition events, and a possible full-time role after graduation.

Qualifications

  • Entrepreneurial ambitions and curiosity for sales.
  • Excellent time-management skills.
  • Interest in financial literacy and planning tools.
  • Highly involved on campus (leader, athlete, campus orgs, student government, etc)
  • Develop business strategy and network to build client base.
  • Call on potential clients and set meetings to learn goals.

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 licensing: Life, Accident, and Health
  • Build life skills to open future career opportunities

Skills

Entrepreneurship
Sales mindset
Time management
Campus involvement
Networking

Job description

Northwestern Mutual offers College Financial Representatives internships to guide and frame an integrated financial planning practice while leveraging local and nationwide experts and exclusive products. You will build confidence, a professional network, and help people pursue financial freedom in collaboration with a Fortune 500 company.

The program supports licensing like Series 6 & 63 or CFP and offers coaching, recognition events, and a possible full-time role after graduation.

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