College Financial Representative Internship

Northwestern Mutual; Jacksonville (FL); On-site; USD 25,000 - 39,000; Full time

Job summary

Northwestern Mutual's Jacksonville College Financial Representative Internship offers hands-on experience in financial services. You will work with seasoned professionals to build client relationships, analyze financial data, and develop personalized plans for insurance, investments, and retirement needs.

As an intern, you will participate in training sessions, role plays, and mentoring while engaging in local networking and marketing to grow your professional presence within the community.

Qualifications

• Foundational knowledge in Finance and Investments.
• Skills in Financial Planning and Retirement Planning.
• Understanding of Insurance solutions including life and disability income.
• Strong communication and client service mindset.
• Self-motivated, goal-oriented with willingness to learn in a mentorship environment.
• Currently enrolled in an accredited college or university, preferably pursuing a degree in finance, business, economics, or related field.

Responsibilities

• Meet with prospects and clients under supervision to gather information.
• Gather and analyze financial data to support planning.
• Recommend solutions addressing insurance, investments, and retirement needs.
• Participate in training sessions, role plays, and mentoring activities.
• Engage in local networking and marketing efforts to grow professional presence.

Skills

Finance

Investments

Financial Planning

Retirement Planning

Insurance

Communication

Client Service

Ethical mindset

Education

Enrolled in accredited college/university (finance, business, economics)

Job description

Company Description

Northwestern Mutual is a leading financial services organization focused on helping clients achieve long-term financial security through personalized, people-first planning. The company manages $265.0 billion in assets and provides life, disability income, and long-term care insurance, as well as annuities, brokerage, advisory, trust, and portfolio management services to over 4.5 million clients. Its wealth management and investment services oversee more than $125 billion in client assets, supporting a nationwide network of financial advisors and corporate teams in Milwaukee and New York. Northwestern Mutual is committed to diversity and inclusion as key drivers of innovation and strength in the financial industry. Financial representatives and interns are independent contractors, not Northwestern Mutual employees.

Role Description

The College Financial Representative Internship is an on-site role based in Jacksonville, FL. Interns work alongside experienced financial professionals to learn how to build client relationships, conduct financial analyses, and develop personalized financial plans. Day-to-day responsibilities include meeting with prospects and clients under supervision, gathering and analyzing financial data, and recommending solutions that address insurance, investments, and retirement needs. Interns also participate in training sessions, role plays, and mentoring activities, while engaging in local networking and marketing efforts to grow their professional presence. This internship is designed to provide hands-on experience in financial services, client communication, and professional development.

Qualifications

• Candidates should possess foundational knowledge and interest in Finance and Investments to support client portfolio discussions and basic analysis.
• Candidates should possess skills in Financial Planning and Retirement Planning to help create long-term strategies under guidance.
• Candidates should possess an understanding of Insurance solutions, including life and disability income, to support comprehensive financial recommendations.
• Strong communication, interpersonal, and client service skills, with the ability to explain financial concepts clearly and professionally.
• Self-motivated, goal-oriented, and comfortable working in a results-driven environment with mentorship and coaching.
• Currently enrolled in an accredited college or university, preferably pursuing a degree in finance, business, economics, or a related field.
• Ethical mindset, integrity, and a commitment to learning regulatory and compliance standards in financial services.