Financial Planning Intern: Flexible Schedule + Licensing

Northwestern Mutual

Louisville (KY)

On-site

USD 1,000 - 2,000

Part time

14 days+

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Benefits offered by this job

Learning incentives
Productivity bonuses
Licensing support
Interview opportunities

Job summary

Northwestern Mutual's internship program offers guidance and a framework for building an integrated financial planning practice from the ground up while you complete college.

As a College Financial Representative, you will learn prospecting, set meetings, develop business strategy, and gain exposure to planning software, coaching, and licensing support. This on-site internship provides flexible scheduling, national events, and a path to full-time opportunities after graduation.

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.

Skills

Entrepreneurial
Sales-minded
Time management
Campus involvement
Financial literacy

Education

College student

Job description

Northwestern Mutual's internship program offers guidance and a framework for building an integrated financial planning practice from the ground up while you complete college.

As a College Financial Representative, you will learn prospecting, set meetings, develop business strategy, and gain exposure to planning software, coaching, and licensing support. This on-site internship provides flexible scheduling, national events, and a path to full-time opportunities after graduation.

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