Financial Planning Intern — Flexible Schedule

Northwestern Mutual

Cedar Rapids (IA)

On-site

USD 1,000 - 2,000

Full time

13 days ago

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Benefits offered by this job

Licensing support (SIE, Series 6, 63)
Learning and Development incentives (≤
Productivity bonuses
Licensed support for life, health, DI,
SIE, Series 6, Series 63 registrations

Job summary

Northwestern Mutual College Financial Representatives internship in Cedar Rapids, IA offers guidance and a framework to build an integrated financial planning practice from the ground up. You can expect a flexible schedule to work around classes and gain exposure to exclusive products and nationwide experts.

The program includes coaching, licensing support (SIE, Series 6, Series 63, CFP), and potential interview opportunities for full-time roles after graduation.

Qualifications

  • Full-time student; juniors and seniors preferred.
  • Entrepreneurial ambitions and curiosity for sales.
  • Highly involved on campus with leadership roles.

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

Prospecting
Networking
Strategy
Client meetings
Time management
Entrepreneurial mindset

Job description

Northwestern Mutual College Financial Representatives internship in Cedar Rapids, IA offers guidance and a framework to build an integrated financial planning practice from the ground up. You can expect a flexible schedule to work around classes and gain exposure to exclusive products and nationwide experts.

The program includes coaching, licensing support (SIE, Series 6, Series 63, CFP), and potential interview opportunities for full-time roles after graduation.

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