Financial Planning Intern: Build Your Practice

Northwestern Mutual; Columbus (OH); On-site; USD 500 - 1,000; Part time

Benefits offered by this job

L&D incentives

Productivity bonuses

License support for licensing

Registrations eligibility

Job summary

Northwestern Mutual offers College Financial Representative internships that guide you in building a personal financial planning practice while you study. You’ll connect with local and nationwide experts, exclusive products, and a Fortune 500 framework to grow confidence and a professional network.

You will develop business acumen through prospecting, scheduling client meetings, and delivering planning recommendations.

Qualifications

• Current college 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 tools.

Responsibilities

• Learn to prospect and network to build a client base.
• Develop and execute a business strategy.
• Call on potential clients and set meetings to understand goals.
• Prepare financial plans and offer recommendations.
• Gain exposure to proprietary planning software platforms.
• Engage in weekly coaching, training, and development meetings.

Skills

Entrepreneurial sales mindset

Time management

Campus involvement

Interest in financial literacy

Critical thinking

Job description

Northwestern Mutual offers College Financial Representative internships that guide you in building a personal financial planning practice while you study. You’ll connect with local and nationwide experts, exclusive products, and a Fortune 500 framework to grow confidence and a professional network.

You will develop business acumen through prospecting, scheduling client meetings, and delivering planning recommendations.