Financial Planning Internship: Build Your Client Practice
Northwestern Mutual
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Benefits offered by this job
Job summary
Northwestern Mutual offers a College Financial Representative internship that guides you to build an integrated financial planning practice while studying. You will gain access to local and nationwide experts, exclusive products, and the support of a Fortune 500 company as you develop confidence and a professional network.
The program mirrors a full-time Financial Representative role, with licensing support and ongoing coaching.
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
Job description
Northwestern Mutual offers a College Financial Representative internship that guides you to build an integrated financial planning practice while studying. You will gain access to local and nationwide experts, exclusive products, and the support of a Fortune 500 company as you develop confidence and a professional network.
The program mirrors a full-time Financial Representative role, with licensing support and ongoing coaching.
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