College Financial Rep: Launch Your Planning Practice

Northwestern Mutual

Stamford (CT)

On-site

USD 500 - 1,000

Part time

11 days ago
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Benefits offered by this job

Learning incentives (up to $1000/month
Licensing support (SIE, Series 6, 63)
Path to full-time advisor role

Job summary

Northwestern Mutual is recruiting College Financial Representatives for its internship program in Stamford, CT. You will build an integrated financial planning practice with guidance from a Fortune 500 company, access to exclusive products, and national experts.

The program supports licensing (SIE, Series 6, 63) and CFP options, with coaching and leadership events to foster growth. Flexible scheduling around classes, potential for full-time opportunities after graduation, and recognition at

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
Curiosity for sales
Time-management skills
Campus involvement
Interest in financial literacy
Business savvy
Critical thinking abilities

Job description

Northwestern Mutual is recruiting College Financial Representatives for its internship program in Stamford, CT. You will build an integrated financial planning practice with guidance from a Fortune 500 company, access to exclusive products, and national experts.

The program supports licensing (SIE, Series 6, 63) and CFP options, with coaching and leadership events to foster growth. Flexible scheduling around classes, potential for full-time opportunities after graduation, and recognition at

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