Financial Planning Intern: Build Your Practice & Network

Northwestern Mutual; Manchester (IA); On-site; USD 500 - 1,000; Full time

Benefits offered by this job

Incentives up to $1000/month

Licensing & exam support

Productivity bonuses

Licensing for series 6/63/SIE

Job summary

Northwestern Mutual’s College Financial Representative internship program offers guidance and a framework to build an integrated financial planning practice while you are a student. You will network with local and nationwide experts, gain access to exclusive products, and benefit from the support of a Fortune 500 company.

The program fosters confidence, a professional network, and personal growth. With licensing support (Life, Accident, Health, SIE, Series 6/63) and ongoing coaching, you can

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

Student mindset

Entrepreneurial mindset

Campus involvement

Time management

Financial literacy interest

Business acumen

Job description

Northwestern Mutual’s College Financial Representative internship program offers guidance and a framework to build an integrated financial planning practice while you are a student. You will network with local and nationwide experts, gain access to exclusive products, and benefit from the support of a Fortune 500 company.

The program fosters confidence, a professional network, and personal growth. With licensing support (Life, Accident, Health, SIE, Series 6/63) and ongoing coaching, you can