College Financial Planning Intern — Build Your Practice & Licenses

UNAVAILABLE; Ann Arbor (MI); On-site; USD 500 - 1,000; Part time

Benefits offered by this job

Performance-based earnings and revenue

Learning and Development Incentives (≤

Productivity Bonuses

Support for insurance licensing (life,

Support for SIE, Series 6, Series 63

Job summary

Northwestern Mutual internship program offers guidance, connection, and a framework for building an integrated financial planning practice while you study.

You will develop a client-focused business mindset, participate in weekly coaching, and gain exposure to exclusive planning software and licensing pathways such as Series 6/63 and CFP® as you prepare for a full-time role 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

Skills

Entrepreneurial ambitions

Curiosity for sales

Excellent time-management

Business savvy

Critical thinking

Goal-oriented

Education

Full-time student; juniors and seniors preferred

Tools

Proprietary planning software

Job description

Northwestern Mutual internship program offers guidance, connection, and a framework for building an integrated financial planning practice while you study.

You will develop a client-focused business mindset, participate in weekly coaching, and gain exposure to exclusive planning software and licensing pathways such as Series 6/63 and CFP® as you prepare for a full-time role after graduation.