Financial Planning Intern: Build Your Practice Get Licensed

Northwestern Mutual; Clayton (MO); On-site; USD 25,000 - 34,000; Full time

Benefits offered by this job

Commissions

Development Incentive Payments

Productivity Bonuses

Support for insurance licensing

Support for registrations for CFP, Series 6, Series 63

Job summary

A financial services firm is seeking Financial Representative Interns to assist clients in financial planning. Interns will gain exposure to client interactions, participate in training, and can expect to earn commissions and bonuses. This internship supports development in licensing and certifications, offering a flexible schedule for students. Ideal candidates are juniors or seniors actively involved in campus life, possessing excellent time-management skills and an interest in financial tools.

Qualifications

• Interns will build a financial planning practice while utilizing exclusive products.
• Participation in weekly coaching and training meetings is required.
• Exposure to financial planning software and registration support is provided.

Responsibilities

• Help clients understand their financial goals through discussions.
• Prepare plans and make useful recommendations for clients.
• Build a client base through prospecting and networking.

Skills

Excellent time-management skills

Interest in financial literacy and planning tools

Entrepreneurial and curious about sales

Highly involved on campus

Business savvy

Education

Full-time student; juniors and seniors preferred

Job description

A financial services firm is seeking Financial Representative Interns to assist clients in financial planning. Interns will gain exposure to client interactions, participate in training, and can expect to earn commissions and bonuses. This internship supports development in licensing and certifications, offering a flexible schedule for students. Ideal candidates are juniors or seniors actively involved in campus life, possessing excellent time-management skills and an interest in financial tools.