College Financial Planning Intern: Launch Your Practice

Northwestern Mutual

Madison (MS)

On-site

USD 500 - 1,000

Full time

7 days ago
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Benefits offered by this job

Performance-based earnings
Development incentives
Productivity bonuses
Licensing support
Exam registrations

Job summary

Northwestern Mutual’s College Financial Representative internship provides guidance, networking, and a framework to build an integrated financial planning practice while you study. You’ll work with local and nationwide experts, exclusive products, and the backing of a Fortune 500 company.

You’ll develop confidence, business skills, and a licensing path (SIE, Series 6/63 or CFP) as you prepare for a potential full-time role 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.
  • 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 curiosity
Time management
Campus involvement
Financial literacy interest
Business savvy

Tools

Planning software

Job description

Northwestern Mutual’s College Financial Representative internship provides guidance, networking, and a framework to build an integrated financial planning practice while you study. You’ll work with local and nationwide experts, exclusive products, and the backing of a Fortune 500 company.

You’ll develop confidence, business skills, and a licensing path (SIE, Series 6/63 or CFP) as you prepare for a potential full-time role after graduation.

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