College Financial Planning Intern: Build Your Practice

Northwestern Mutual

San Marcos (TX)

On-site

USD 500 - 1,000

Part time

14 days+

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Benefits offered by this job

Performance earnings

Learning incentives

Productivity bonuses

Licensing support

SIE/6/63 licensing support

Job summary

Northwestern Mutual offers College Financial Representative internships that guide students in building a financial planning practice while leveraging the resources of a Fortune 500 company. You’ll learn prospecting, develop business strategies, and gain exposure to planning software in a flexible, coaching-driven environment.

Eligible students can pursue licenses (Series 6 & 63, SIE), CF P ®, and related registrations, with potential interviews for full-time roles after graduation, within a

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

Skills

Entrepreneurial drive

Campus involvement

Time management

Sales interest

Financial literacy

Job description

Eligible students can pursue licenses (Series 6 & 63, SIE), CF P ®, and related registrations, with potential interviews for full-time roles after graduation, within a

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