College Financial Planning Intern: Build Your Practice

Northwestern Mutual

Melville (NY)

On-site

USD 500 - 1,000

Full time

5 days ago
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Benefits offered by this job

Performance-based earnings
L&D incentives up to $1000/mo
Productivity bonuses
Licensing support
Registration support (SIE, Series 6/63

Job summary

Northwestern Mutual's College Financial Representative internship provides guidance, connection, and a framework for building an integrated financial planning practice while you're in college. You'll work with local and nationwide experts, exclusive products, and the support of a Fortune 500 company to grow your client base.

The program offers a flexible schedule around classes, opportunities to interview for full-time roles after graduation, and licensing support (Series 6/63, SIE) with

Qualifications

  • Full-time student and juniors/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

Full-time student
Entrepreneurial ambitions
Campus involvement
Time management
Interest in financial literacy
Sales curiosity
Leadership on campus

Job description

Northwestern Mutual's College Financial Representative internship provides guidance, connection, and a framework for building an integrated financial planning practice while you're in college. You'll work with local and nationwide experts, exclusive products, and the support of a Fortune 500 company to grow your client base.

The program offers a flexible schedule around classes, opportunities to interview for full-time roles after graduation, and licensing support (Series 6/63, SIE) with

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