Finance Internship: Build a Financial Planning Practice

Northwestern Mutual; Rockwall (TX); On-site; USD 500 - 1,000; Full time

Job summary

Northwestern Mutual’s College Financial Representative internship provides guidance, connections, and a framework for building an integrated financial planning practice from the ground up. You’ll learn to prospect, set meetings, and develop plans while working with local and nationwide experts and exclusive products.

The program offers flexible scheduling around classes, opportunities to obtain licenses (Series 6, 63, SIE, CFP), and pathways to full-time roles after graduation.

Qualifications

• Full-time college student; juniors and seniors preferred.
• Entrepreneurial mindset with curiosity for sales.
• Active on campus (leader, athlete, campus orgs, student government).
• Strong time-management skills.
• Interest in financial literacy and planning tools.
• Business-savvy with critical thinking.

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 mindset

Sales curiosity

Time management

Campus involvement

Leadership

Education

Full-time student status

Tools

Planning software platforms

Job description

Northwestern Mutual’s College Financial Representative internship provides guidance, connections, and a framework for building an integrated financial planning practice from the ground up. You’ll learn to prospect, set meetings, and develop plans while working with local and nationwide experts and exclusive products.

The program offers flexible scheduling around classes, opportunities to obtain licenses (Series 6, 63, SIE, CFP), and pathways to full-time roles after graduation.