Financial Planning Intern: Build Your Practice

Northwestern Mutual

Conway (SC)

On-site

USD 1,000 - 2,000

Part time

14 days+

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Job summary

Northwestern Mutual invites college students to join its internship program as College Financial Representatives to build a personal financial practice while studying. You will learn to prospect, set meetings, and develop tailored plans alongside guidance from experienced professionals.

Final eligibility includes licenses like Series 6/63 or CFP, with access to coaching and national events. Flexible scheduling supports class commitments and campus life.

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.

Skills

Full-time student
Entrepreneurial mindset
Campus involvement
Time management
Financial literacy interest
Business savvy

Job description

Northwestern Mutual invites college students to join its internship program as College Financial Representatives to build a personal financial practice while studying. You will learn to prospect, set meetings, and develop tailored plans alongside guidance from experienced professionals.

Final eligibility includes licenses like Series 6/63 or CFP, with access to coaching and national events. Flexible scheduling supports class commitments and campus life.

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