College Financial Planning Internship: Build Your Practice

Northwestern Mutual

Wellesley (MA)

On-site

USD 500 - 1,000

Part time

11 days ago

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Benefits offered by this job

Licensing support
Development incentives
Productivity bonuses
Licensing exam support

Job summary

Northwestern Mutual is seeking a College Financial Representative internship by which you will learn to prospect, build a client base, and develop a personal financial planning practice while receiving guidance from industry experts and a Fortune 500 partner.

You’ll gain exposure to planning software, weekly coaching, and opportunities to interview for full-time roles after graduation. Flexible scheduling supports life and classes.

Qualifications

  • Currently enrolled as a full-time student with juniors or seniors preferred.
  • Entrepreneurial mindset with curiosity for sales.
  • Active campus involvement (leadership, student gov, clubs).
  • Strong time-management and organizational skills.
  • Interest in financial literacy and planning tools.
  • Business savvy and desire to develop critical thinking.

Responsibilities

  • Learn how to prospect and network to build your business and client base.
  • Develop and execute 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.
  • Pursue insurance licensing (life, health, DI, LTC) and related registrations.

Skills

Entrepreneurial mindset
Time management
Sales interest
Campus involvement
Communication skills
Business acumen

Education

Full-time student; juniors and seniors preferred

Tools

Proprietary planning software

Job description

Northwestern Mutual is seeking a College Financial Representative internship by which you will learn to prospect, build a client base, and develop a personal financial planning practice while receiving guidance from industry experts and a Fortune 500 partner.

You’ll gain exposure to planning software, weekly coaching, and opportunities to interview for full-time roles after graduation. Flexible scheduling supports life and classes.

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