Financial Planning Internship: Build Practice & License

Northwestern Mutual

Jamison (PA)

On-site

USD 500 - 1,000

Full time

9 days ago

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Benefits offered by this job

Learning incentives

Productivity bonuses

Licensing support

SIE/Series licenses support

Job summary

Northwestern Mutual College Financial Representatives internship offers guidance, connection, and a framework for building an integrated financial planning practice while you study. You will develop a client-focused business with access to local and nationwide experts, exclusive products, and strong support from a Fortune 500 company.

You will receive weekly coaching, licensing assistance (SIE, Series 6/63, CFP), and opportunities to interview for full-time roles after graduation, all while

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)

Responsibilities

Prospect and network to build client base.
Develop and execute a business strategy.
Call on potential clients and set meetings.
Prepare plans and recommendations.
Gain exposure to 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

Campus involvement

Time management

Interest in financial literacy

Education

Full-time student

Job description

You will receive weekly coaching, licensing assistance (SIE, Series 6/63, CFP), and opportunities to interview for full-time roles after graduation, all while

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