Financial Planning Intern: Launch Your Practice & Licensing

Northwestern Mutual

Radnor (Delaware County)

On-site

USD 500 - 1,000

Part time

9 days ago
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Benefits offered by this job

Learning incentives
Licensing support
SIE & Series 6/63 support
Performance-based earnings

Job summary

Northwestern Mutual invites college students to join its Internship as College Financial Representatives, delivering guidance and a framework for building an integrated financial planning practice with the support of a Fortune 500 company.

The program offers weekly coaching, licensing support (SIE, Series 6/63, CFP tracking), flexible scheduling to fit classes, and potential internship-to-full-time opportunities after graduation.

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

  • Our internship program mimics our full-time Financial Representative career, allowing you to:
  • 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
Sales curiosity
Campus involvement
Time-management
Interest in financial literacy
Business savvy

Job description

Northwestern Mutual invites college students to join its Internship as College Financial Representatives, delivering guidance and a framework for building an integrated financial planning practice with the support of a Fortune 500 company.

The program offers weekly coaching, licensing support (SIE, Series 6/63, CFP tracking), flexible scheduling to fit classes, and potential internship-to-full-time opportunities after graduation.

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