College Financial Planning Intern — Flexible Schedule & Growth

Northwestern Mutual; College Station (TX); On-site; USD 500 - 1,000; Full time

Benefits offered by this job

Licensing support (life, health, DI, L

SIE / Series 6 & 63 eligibility

Job summary

Northwestern Mutual College Financial Representatives internship provides guidance and a framework to build an integrated financial planning practice while balancing classes. You’ll learn prospecting, business strategy, client meetings, and planning software.

The program offers licensing support (SIE, Series 6/63) and ongoing coaching, with opportunities to interview for full-time roles after graduation, all within a Fortune 500 company.

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 interest

Communication skills

Education

College student (undergraduate)

Tools

Planning software

Licensing prep tools

Job description

Northwestern Mutual College Financial Representatives internship provides guidance and a framework to build an integrated financial planning practice while balancing classes. You’ll learn prospecting, business strategy, client meetings, and planning software.

The program offers licensing support (SIE, Series 6/63) and ongoing coaching, with opportunities to interview for full-time roles after graduation, all within a Fortune 500 company.