Financial Planning Intern — Flexible Schedule + Licensing Path

Northwestern Mutual; West Chester (Chester County); On-site; USD 1,000 - 2,000; Full time

Benefits offered by this job

Learning incentives up to $1,000/month

Productivity bonuses

Licensing support (life, health, DI, L

SIE, Series 6, Series 63 licensing aid

Job summary

As an intern, you can interview for a full-time Financial Representative or Advisor role after graduation, with flexible scheduling to fit your classes and campus life. Training, licensing support, and leadership events are part of the program.

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 mindset

Time management

Financial literacy interest

Business savvy

Campus involvement

Tools

Proprietary planning software

Job description

As an intern, you can interview for a full-time Financial Representative or Advisor role after graduation, with flexible scheduling to fit your classes and campus life. Training, licensing support, and leadership events are part of the program.