Financial Planning Intern: Flexible Schedule & Licensing Path

Northwestern Mutual; Logan (UT); On-site; USD 500 - 1,000; Full time

Benefits offered by this job

Performance-based earnings

Licensing support (SIE, Series 6, 63)

Learning & Development incentives up 2

Productivity bonuses

Job summary

Northwestern Mutual offers a College Financial Representative internship that guides you in building an integrated financial planning practice while you study. You will gain exposure to local and nationwide experts, exclusive products, and Fortune 500 support to develop confidence and a professional network.

You can expect a flexible schedule to work around classes, with opportunities to interview for full-time roles after graduation and licensing support for SIE, Series 6, and Series 63 as

Qualifications

• Currently enrolled as a college student with junior/senior status.
• Demonstrates entrepreneurial ambition and curiosity for sales.
• Highly involved on campus (leaders, athletes, student gov, orgs).
• Excellent time management and organizational skills.
• Interest in financial literacy and planning tools.
• Business-minded with strong critical thinking abilities.

Responsibilities

• Learn prospecting and networking to build your client base.
• Develop and execute a business strategy for growth.
• Call on potential clients and set meetings to understand goals.
• Prepare plans and offer useful financial recommendations.
• Gain exposure to proprietary planning software platforms.
• Engage in weekly coaching, training, and development meetings.
• Pursue licensing in Life, Accident, and Health; build career path.

Skills

Full-time student; juniors and seniors

Entrepreneurial ambitions

Campus involvement

Time-management skills

Interest in financial literacy

Business savvy & critical thinking

Job description

Northwestern Mutual offers a College Financial Representative internship that guides you in building an integrated financial planning practice while you study. You will gain exposure to local and nationwide experts, exclusive products, and Fortune 500 support to develop confidence and a professional network.

You can expect a flexible schedule to work around classes, with opportunities to interview for full-time roles after graduation and licensing support for SIE, Series 6, and Series 63 as