College Financial Planning Intern — Flexible Schedule

Northwestern Mutual; Bozeman (MT); Vor Ort; USD 500 - 1.000; Vollzeit

Benefits dieser Stelle

Flexible schedule

Licensing support

Learning incentives

Zusammenfassung

Northwestern Mutual offers a College Financial Representative internship that guides students in building a financial planning practice while gaining access to exclusive products and Fortune 500 backing.

You’ll learn prospecting, develop a business strategy, and meet with clients to assess goals. The program includes coaching, licensing support (Series 6/63, CFP), and potential pathways to full-time roles after graduation.

Qualifikationen

• Entrepreneurial mindset and curiosity for sales.
• Active campus involvement or leadership roles.
• Strong time-management and prioritization skills.
• Interest in financial literacy, planning tools and financial services.
• Business savvy with a desire to grow client networks and revenue.

Aufgaben

• Learn prospecting and networking to grow client base.
• Develop and execute a personal business strategy.
• Call on potential clients and set meetings to understand goals.
• Prepare financial plans and offer recommendations.
• Gain exposure to planning software platforms.
• Participate in weekly coaching and development meetings.
• Support licensing processes (Life, Health, P&C).

Kenntnisse

Entrepreneurial ambitions

Campus involvement

Time management

Financial literacy interest

Business acumen

Jobbeschreibung

Northwestern Mutual offers a College Financial Representative internship that guides students in building a financial planning practice while gaining access to exclusive products and Fortune 500 backing.

You’ll learn prospecting, develop a business strategy, and meet with clients to assess goals. The program includes coaching, licensing support (Series 6/63, CFP), and potential pathways to full-time roles after graduation.