College Financial Representative, Internship Program ( West Hartford & New Haven, CT )( PAID)

Northwestern Mutual; West Hartford (CT); Hybrid; USD 20.664 - 27.552; Teilzeit

Benefits dieser Stelle

Flexible schedule

Support for certifications

Access to leadership programs

Zusammenfassung

Northwestern Mutual is seeking College Financial Representatives for its internship program in West Hartford and New Haven, CT. Interns will build an integrated financial planning practice with hands-on experience in client meetings, business strategy, and proprietary planning software.

This position features a flexible schedule accommodating classes, mentoring opportunities, and direct paths to full-time positions post-graduation. The internship values diversity and inclusion, ensuring that all voices are heard in the workplace.

Qualifikationen

• Students with a preference for junior and senior year.
• Highly involved on campus through leadership or athletic roles.
• Interest in financial literacy and practice.

Aufgaben

• Prospect and network to build a client base.
• Develop and execute business strategy.
• Set meetings to understand client financial goals.
• Prepare plans and offer useful recommendations.
• Gain exposure to proprietary planning software.
• Participate in weekly coaching and development meetings.

Kenntnisse

Entrepreneurial ambitions

Curiosity for sales

Business savvy

Critical thinking

Ausbildung

Full-time student; juniors and seniors preferred

Jobbeschreibung

College Financial Representative Internship Program

College Financial Representatives in the internship program at Northwestern Mutual West Hartford and New Haven, CT receive guidance, connection, and a framework for building an integrated financial planning practice from the ground up. The internship mimics the Full‑time Financial Representative career, providing experience in prospecting, business strategy, client meetings, plan preparation, proprietary planning software, coaching, licensing, and career development.

Responsibilities

• Prospect and network to build a 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

Qualifications

• Full‑time student; juniors and seniors preferred
• Entrepreneurial ambitions and curiosity for sales
• Highly involved on campus (leader, athlete, student government, etc.)
• Interest in financial literacy and planning
• Business savvy and desire to increase critical thinking abilities

Benefits

Flexible schedule that works around classes, opportunity for year‑round participation, support for registrations and certifications (Series 6, 7, 63, CFP®), access to leadership programs and events, and potential transition to a full‑time Financial Representative role upon graduation.

We are an inclusive and belonging workplace that values diverse perspectives and fosters an environment where all employees are welcomed, valued, and heard. Eligibility for required registrations and background checks is required.