College Financial Rep Internship: Build Your Practice

Northwestern Mutual; Boston (MA); On-site; USD 500 - 1,000; Full time

Benefits offered by this job

Licensing support (life, health, DI, 


Registrations support for Series 6/63

Job summary

Northwestern Mutual is offering a College Financial Representative internship in Boston, MA that mirrors the full-time role. You’ll learn to prospect, network, and build a client base while preparing financial plans and recommendations.

The program includes coaching, exposure to planning software, and licensing support for Series 6, 63, SIE, and CFP certifications. The internship emphasizes flexibility, growth opportunities, and potential advancement to a full-time Financial Representative or

Qualifications

• Entrepreneurial ambitions and curiosity for sales.
• Excellent time-management skills.
• Interest in financial literacy and planning tools.
• Business savvy and desire to increase critical thinking abilities.

Responsibilities

• Learn prospecting and networking to build 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.

Skills

Entrepreneurial mindset

Time management

Financial literacy

Sales curiosity

Education

Pursuing college degree

Tools

Proprietary planning software

Job description

Northwestern Mutual is offering a College Financial Representative internship in Boston, MA that mirrors the full-time role. You’ll learn to prospect, network, and build a client base while preparing financial plans and recommendations.

The program includes coaching, exposure to planning software, and licensing support for Series 6, 63, SIE, and CFP certifications. The internship emphasizes flexibility, growth opportunities, and potential advancement to a full-time Financial Representative or