College Financial Planning Intern — Build Your Practice

Northwestern Mutual

West Palm Beach (FL)

On-site

USD 500 - 1,000

Full time

5 days ago
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Benefits offered by this job

Learning incentives up to $1000/month
Productivity bonuses
Licensing support (life, health, DI, L
SIE & Series 6/63 support

Job summary

Northwestern Mutual College Financial Representatives internship provides guidance, connection, and a framework for building an integrated financial planning practice from the ground up. You will learn to prospect, develop a business strategy, and help clients achieve financial goals.

As an intern, you’ll gain exposure to proprietary planning software, receive weekly coaching, and have 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

  • 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

Job description

Northwestern Mutual College Financial Representatives internship provides guidance, connection, and a framework for building an integrated financial planning practice from the ground up. You will learn to prospect, develop a business strategy, and help clients achieve financial goals.

As an intern, you’ll gain exposure to proprietary planning software, receive weekly coaching, and have opportunities to interview for full-time roles after graduation.

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