Financial Planning Intern: Build Your Client Base

Northwestern Mutual; Campbell (CA); On-site; USD 500 - 1,000; Full time

Benefits offered by this job

Learning and Development Incentives

Licensing exam support

Series license registrations support

Job summary

Northwestern Mutual offers a College Financial Representative internship that guides you to build an integrated financial planning practice while leveraging the strength of a Fortune 500 company. You’ll gain coaching, access to exclusive products, and a path to full-time roles after graduation.

As an intern, you’ll learn prospecting, develop a business strategy, and call on clients to understand their goals. Licensing support and nationwide events are part of the program.

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 prospecting and network to build 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

Skills

Full-time student

Entrepreneurial ambitions

Campus involvement

Time management

Interest in financial literacy

Business savvy

Prospecting and networking

Tools

Planning software

Job description

Northwestern Mutual offers a College Financial Representative internship that guides you to build an integrated financial planning practice while leveraging the strength of a Fortune 500 company. You’ll gain coaching, access to exclusive products, and a path to full-time roles after graduation.

As an intern, you’ll learn prospecting, develop a business strategy, and call on clients to understand their goals. Licensing support and nationwide events are part of the program.