Financial Planning Intern - Flexible Schedule & Licensing Support

Northwestern Mutual

Salem (OR)

On-site

USD 500 - 1,000

Part time

13 days ago
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Benefits offered by this job

Performance-based earnings
Development incentives up to $1000 per
Productivity bonuses
Licensing support (life, health, DI, &
SIE, Series 6, Series 63 registrations

Job summary

Northwestern Mutual invites college students to join its Internship program as College Financial Representatives in Salem, Oregon. You will build a financial planning practice with guidance, access to local and national experts, and the support of a Fortune 500 company while balancing your classes and life.

The role mirrors a full-time Financial Representative, with coaching, licensing support (SIE, Series 6, 63), opportunities to interview for a full-time position after graduation, and a path

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 interest
Communication skills

Tools

Planning software platforms

Job description

Northwestern Mutual invites college students to join its Internship program as College Financial Representatives in Salem, Oregon. You will build a financial planning practice with guidance, access to local and national experts, and the support of a Fortune 500 company while balancing your classes and life.

The role mirrors a full-time Financial Representative, with coaching, licensing support (SIE, Series 6, 63), opportunities to interview for a full-time position after graduation, and a path

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