Financial Planning Intern: Build Your Practice & Licenses

Northwestern Mutual; Miami (FL); On-site; USD 500 - 1,000; Part time

Benefits offered by this job

Learning incentives up to $1000/mo

Productivity bonuses

Licensing support (SIE, Series 6, 63)

Job summary

Northwestern Mutual invites undergrad students to join its College Financial Representative internship, offering guidance and a framework to build a personal financial planning practice while studying. You’ll work with local and nationwide experts, exclusive products, and support from a Fortune 500 company, with chances to interview for a full-time role after graduation.

The program provides flexible scheduling around classes, opportunities for Series 6/63 or CFP licensing, and access to

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

Campus leadership

Time management

Financial literacy interest

Business acumen

Education

Active undergraduate student

Tools

Proprietary planning software

Job description

Northwestern Mutual invites undergrad students to join its College Financial Representative internship, offering guidance and a framework to build a personal financial planning practice while studying. You’ll work with local and nationwide experts, exclusive products, and support from a Fortune 500 company, with chances to interview for a full-time role after graduation.

The program provides flexible scheduling around classes, opportunities for Series 6/63 or CFP licensing, and access to