College Financial Planning Intern — Flexible Hours & Training

Northwestern Mutual; Pittsburgh (Allegheny County); On-site; USD 500 - 1,000; Full time

Benefits offered by this job

Licensing support

Series 6/63 prep

CFP prep

Interview for full-time role

Job summary

Northwestern Mutual offers a College Financial Representative internship that guides students to build a financial planning practice while they study. The program provides coaching, access to exclusive products, and a path to full-time roles after graduation.

You will learn prospecting, networking, and business strategy, with licensing support for life, health, and disability products, all within a flexible schedule that fits your class load.

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

Sales curiosity

Campus involvement

Time management

Financial literacy interest

Critical thinking

Job description

Northwestern Mutual offers a College Financial Representative internship that guides students to build a financial planning practice while they study. The program provides coaching, access to exclusive products, and a path to full-time roles after graduation.

You will learn prospecting, networking, and business strategy, with licensing support for life, health, and disability products, all within a flexible schedule that fits your class load.