Finance Internship: Build Your Financial Planning Practice

Northwestern Mutual; Jacksonville (FL); On-site; USD 500 - 1,000; Full time

Benefits offered by this job

Learning & Development Incentives

Productivity Bonuses

Licensing support (SIE, Series 6, 63)

Job summary

Northwestern Mutual offers a College Financial Representative internship that guides you to build an integrated financial planning practice while supported by a Fortune 500 company. The program emphasizes coaching, licensing prep (Life, Accident, Health, SIE, Series 6/63), and hands-on client development opportunities.

With a flexible schedule around classes, interns can pursue year-round growth, participate in leadership events, and interview for full-time roles upon graduation.

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

Student

Entrepreneurial

Campus involvement

Time management

Financial literacy

Business acumen

Job description

Northwestern Mutual offers a College Financial Representative internship that guides you to build an integrated financial planning practice while supported by a Fortune 500 company. The program emphasizes coaching, licensing prep (Life, Accident, Health, SIE, Series 6/63), and hands-on client development opportunities.

With a flexible schedule around classes, interns can pursue year-round growth, participate in leadership events, and interview for full-time roles upon graduation.