Financial Planning Intern - Flexible Schedule and Licensing

Northwestern Mutual; Addison (TX); On-site; USD 500 - 1,000; Full time

Benefits offered by this job

Learning incentives (up to $1000/month

Productivity bonuses

Licensing support (life/health/DI/LTC)

SIE, Series 6, Series 63 support

Job summary

Northwestern Mutual College Financial Representatives internship provides guidance, a framework for building an integrated financial planning practice, and access to experts within a Fortune 500 company. You will develop client relationships, plan strategies, and gain exposure to planning software while participating in weekly coaching and licensing opportunities.

The program offers flexible scheduling around classes, potential year-round participation, and pathways to full-time roles after

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

Sales curiosity

Time management

Campus involvement

Entrepreneurial mindset

Business thinking

Networking

Tools

Financial planning tools

Job description

Northwestern Mutual College Financial Representatives internship provides guidance, a framework for building an integrated financial planning practice, and access to experts within a Fortune 500 company. You will develop client relationships, plan strategies, and gain exposure to planning software while participating in weekly coaching and licensing opportunities.

The program offers flexible scheduling around classes, potential year-round participation, and pathways to full-time roles after