Financial Planning Internship: Build Your Client Practice

Northwestern Mutual; Omaha (NE); On-site; USD 1,000 - 2,000; Full time

Benefits offered by this job

Performance-based earnings

Development incentives

Licensing support

SIE/Series 6/63 support

Productivity bonuses

Job summary

Northwestern Mutual is seeking a College Financial Representative intern in Omaha. You will learn to prospect, network, and build a client base while developing a business strategy and meeting with potential clients to understand financial goals.

You’ll gain exposure to proprietary planning software and participate in weekly coaching and development meetings. Licensing support for Life, Health, DI, LTC and eventual full-time opportunities await top performers.

Qualifications

• Full-time student; juniors and seniors preferred.
• Entrepreneurial ambitions and curiosity for sales.
• Excellent time-management skills.
• Interest in financial literacy and planning tools.
• Business savvy and desire to increase critical thinking abilities.

Responsibilities

• Learn prospecting and networking to build your client base.
• Develop and execute a business strategy.
• Call on potential clients and set meetings to understand goals.
• Prepare plans and offer recommendations.
• Gain exposure to proprietary planning software platforms.
• Engage in weekly coaching, training, and development meetings.
• Support licensing processes (Life, Health, DI, LTC).
• Build life skills for future career opportunities.

Skills

Entrepreneurial ambitions

Curiosity for sales

Time management

Interest in financial literacy

Business savvy

Education

College student (junior/senior)

Job description

Northwestern Mutual is seeking a College Financial Representative intern in Omaha. You will learn to prospect, network, and build a client base while developing a business strategy and meeting with potential clients to understand financial goals.

You’ll gain exposure to proprietary planning software and participate in weekly coaching and development meetings. Licensing support for Life, Health, DI, LTC and eventual full-time opportunities await top performers.