Financial Planning Internship — Build Your Client Practice

Northwestern Mutual

Bellevue (WA)

On-site

USD 600 - 1,000

Part time

9 days ago
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Benefits offered by this job

Performance-based earnings
Learning incentives
Productivity bonuses
Licensing support
Registration support

Job summary

Northwestern Mutual's College Financial Representative internship builds your integrated financial planning practice while you’re still in school. You’ll get guidance, exclusive tools, and a Fortune 500 platform to grow confidence and a professional network.

You’ll learn prospecting, build a client base, and gain exposure to planning software, coaching, licensing support, and opportunities to interview for full-time roles after graduation. Flexibility surrounds your class schedule.

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

Sales interest
Time management
Campus involvement
Financial literacy
Critical thinking
Entrepreneurial mindset

Tools

Planning software

Job description

Northwestern Mutual's College Financial Representative internship builds your integrated financial planning practice while you’re still in school. You’ll get guidance, exclusive tools, and a Fortune 500 platform to grow confidence and a professional network.

You’ll learn prospecting, build a client base, and gain exposure to planning software, coaching, licensing support, and opportunities to interview for full-time roles after graduation. Flexibility surrounds your class schedule.

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