College Financial Planning Intern — Flexible Schedule

Northwestern Mutual

Indianapolis (IN)

On-site

USD 600 - 1,000

Full time

13 days ago
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Benefits offered by this job

Licensing support (SIE, Series 6, 63)

Job summary

Northwestern Mutual offers a College Financial Representative internship that provides guidance, a framework for building an integrated financial planning practice, and access to exclusive products and nationwide experts. This program supports flexible scheduling around class commitments and offers pathways to full-time roles after graduation.

Participants may pursue Series 6/63, CFP licensing, and attend recognition events while gaining practice-building experience with the support of a Fortune

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
Time management
Campus involvement
Sales curiosity
Financial literacy interest
Business savvy

Education

Undergraduate student

Job description

Northwestern Mutual offers a College Financial Representative internship that provides guidance, a framework for building an integrated financial planning practice, and access to exclusive products and nationwide experts. This program supports flexible scheduling around class commitments and offers pathways to full-time roles after graduation.

Participants may pursue Series 6/63, CFP licensing, and attend recognition events while gaining practice-building experience with the support of a Fortune

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