Financial Planning Internship: Build Your Client Practice
Northwestern Mutual
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Job summary
Northwestern Mutual's College Financial Representative internship provides guidance and a framework to build an integrated financial planning practice while you study. You'll work with local and nationwide experts, exclusive products, and a Fortune 500 company to gain confidence, grow your professional network, and help people work toward financial freedom.
The program mirrors the full-time role with flexible hours 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
Education
Job description
Northwestern Mutual's College Financial Representative internship provides guidance and a framework to build an integrated financial planning practice while you study. You'll work with local and nationwide experts, exclusive products, and a Fortune 500 company to gain confidence, grow your professional network, and help people work toward financial freedom.
The program mirrors the full-time role with flexible hours and ongoing coaching.
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