College Financial Planning Internship - Flexible Schedule

Northwestern Mutual; Charlotte (NC); On-site; USD 500 - 1,000; Full time

Benefits offered by this job

Licensing support

Licensing for Series 6/63 & CFP

Job summary

Northwestern Mutual’s College Financial Representative internship guides students to build an integrated financial planning practice while supported by a Fortune 500 company. You’ll learn prospecting, develop a business strategy, and gain exposure to planning software and licensing processes.

Flexible scheduling with year-round participation, possible interview for a full-time role after graduation. You’ll join local and national recognition events, access leadership programs, and collaborate

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.

Skills

Entrepreneurial mindset

Sales curiosity

Campus involvement

Time management

Education

College student (juniors/seniors)

Tools

Proprietary planning software

Job description

Northwestern Mutual’s College Financial Representative internship guides students to build an integrated financial planning practice while supported by a Fortune 500 company. You’ll learn prospecting, develop a business strategy, and gain exposure to planning software and licensing processes.

Flexible scheduling with year-round participation, possible interview for a full-time role after graduation. You’ll join local and national recognition events, access leadership programs, and collaborate