College Financial Planning Intern | Flexible Schedule

Northwestern Mutual; Stamford (CT); On-site; USD 500 - 1,000; Part time

Benefits offered by this job

Licensing support

SIE/Series 6/63 registrations

Development incentives up to $1000/mo

Productivity bonuses

Job summary

Northwestern Mutual offers a College Financial Representative internship that guides you through building a financial planning practice while you study. You will work with local and nationwide experts, access exclusive products, and receive support from a Fortune 500 company.

You will learn to prospect, develop a business plan, meet potential clients, and gain experience with planning software, coaching, and licensing pathways. A pathway to a full-time role exists after graduation.

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.

Responsibilities

• Learn prospecting and networking to build client base.
• Develop and execute a business strategy.
• Call on potential clients and set meetings to understand financial goals.
• Prepare plans and offer useful recommendations.
• Gain exposure to proprietary planning software platforms.
• Engage in weekly coaching, training, and development meetings.
• Receive licensing: Life, Accident, and Health.

Skills

Entrepreneurial mindset

Sales curiosity

Campus leadership/activities

Time-management

Financial literacy interest

Job description

Northwestern Mutual offers a College Financial Representative internship that guides you through building a financial planning practice while you study. You will work with local and nationwide experts, access exclusive products, and receive support from a Fortune 500 company.

You will learn to prospect, develop a business plan, meet potential clients, and gain experience with planning software, coaching, and licensing pathways. A pathway to a full-time role exists after graduation.