Financial Planning Intern - Flexible Schedule & Licensing Support

Northwestern Mutual; Gilbert (AZ); On-site; USD 1,000 - 2,000; Part time

Benefits offered by this job

Learning and Development Incentives (≤

Licensing support for SIE/Series

Flexible internship schedule

Job summary

Northwestern Mutual in Gilbert, AZ invites college students to join its College Financial Representative internship. You will learn to prospect, build a client base, and craft financial plans while receiving coaching and licensing support.

This program offers flexible scheduling around classes, exposure to planning software, and potential progression to full-time roles after graduation, with involvement in national events and leadership programs.

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 mindset

Time management

Campus involvement

Sales curiosity

Business savvy

Job description

Northwestern Mutual in Gilbert, AZ invites college students to join its College Financial Representative internship. You will learn to prospect, build a client base, and craft financial plans while receiving coaching and licensing support.

This program offers flexible scheduling around classes, exposure to planning software, and potential progression to full-time roles after graduation, with involvement in national events and leadership programs.