College Financial Planning Intern - Flexible Hours & Growth

Northwestern Mutual; Calabasas (CA); On-site; USD 500 - 1,000; Full time

Benefits offered by this job

Performance-based earnings

Development incentives

Productivity bonuses

Licensing support

Registrations support

Job summary

Northwestern Mutual’s College Financial Representative internship provides guidance, connection, and a framework for building an integrated financial planning practice while you study. You will learn to prospect, develop a business strategy, and call potential clients to understand their financial goals, gaining exposure to planning software with weekly coaching and licensing prep.

This role offers a flexible schedule, ongoing opportunities to pursue Series 6/63 or CFP licensing, and a path to 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
• Receive Risk Product State Licensing: Life, Accident, and Health
• Build life skills that create future career opportunities

Skills

Entrepreneurial mindset

Campus involvement

Time management

Sales interest

Education

Full-time student

Tools

Planning software

Job description

Northwestern Mutual’s College Financial Representative internship provides guidance, connection, and a framework for building an integrated financial planning practice while you study. You will learn to prospect, develop a business strategy, and call potential clients to understand their financial goals, gaining exposure to planning software with weekly coaching and licensing prep.

This role offers a flexible schedule, ongoing opportunities to pursue Series 6/63 or CFP licensing, and a path to a