Financial Planning Intern, Flexible Schedule & Licensing

Northwestern Mutual; Town of Wausau (WI); On-site; USD 500 - 1,000; Part time

Job summary

Northwestern Mutual's College Financial Representative internship guides you to build an integrated financial planning practice while you study. You'll access exclusive products, local and national experts, and support from a Fortune 500 company to grow confidence, network, and client relationships.

Responsibilities mirror a full-time role: prospect and network, execute a business strategy, meet potential clients, prepare plans, and use planning software.

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 ambitions

Campus involvement

Time-management skills

Interest in financial literacy

Sales mindset

Business savvy

Education

Full-time student (juniors/seniors)

Tools

Proprietary planning software platforms

Job description

Northwestern Mutual's College Financial Representative internship guides you to build an integrated financial planning practice while you study. You'll access exclusive products, local and national experts, and support from a Fortune 500 company to grow confidence, network, and client relationships.

Responsibilities mirror a full-time role: prospect and network, execute a business strategy, meet potential clients, prepare plans, and use planning software.