College Financial Planning Intern — Flexible Schedule

Northwestern Mutual; Morgantown (WV); On-site; USD 500 - 1,000; Part time

Benefits offered by this job

Learning & Development incentives (up 

Productivity bonuses

Licensing support (life, health, DI, L

SIE, Series 6, Series 63 registrations

Job summary

Northwestern Mutual’s internship program offers college students a path to build a financial planning practice while receiving mentorship from nationwide experts and access to exclusive products. You can work around class schedules and pursue licenses such as Series 6, Series 63, or CFP® through our structured coaching and development.

The role can lead to a full-time opportunity after graduation. As a College Financial Representative, you’ll learn prospecting, client meetings, and planning,

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

Sales mindset

Time management

Campus involvement

Financial literacy interest

Critical thinking

Job description

Northwestern Mutual’s internship program offers college students a path to build a financial planning practice while receiving mentorship from nationwide experts and access to exclusive products. You can work around class schedules and pursue licenses such as Series 6, Series 63, or CFP® through our structured coaching and development.

The role can lead to a full-time opportunity after graduation. As a College Financial Representative, you’ll learn prospecting, client meetings, and planning,