Financial Planning Intern: Build Your Practice & Licenses

Northwestern Mutual; Charlottesville (VA); On-site; USD 500 - 1,000; Part time

Job summary

Northwestern Mutual is offering a College Financial Representative internship to help you build a personal financial planning practice while you study. You will learn to prospect, develop a business strategy, and meet with potential clients to understand their goals.

You’ll gain exposure to planning software and participate in weekly coaching and development meetings. Eligible students may pursue Series 6/63, CFP licensing, and other certifications with support.

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

Entrepreneurial mindset

Sales curiosity

Time management

Campus involvement

Financial literacy interest

Business acumen

Job description

Northwestern Mutual is offering a College Financial Representative internship to help you build a personal financial planning practice while you study. You will learn to prospect, develop a business strategy, and meet with potential clients to understand their goals.

You’ll gain exposure to planning software and participate in weekly coaching and development meetings. Eligible students may pursue Series 6/63, CFP licensing, and other certifications with support.