Financial Planning Internship: Build Your Client Practice

Northwestern Mutual; Wauwatosa (WI); On-site; USD 500 - 1,000; Part time

Benefits offered by this job

Performance-based earnings

Licensing support (SIE, Series 6 & 63)

Learning incentives up to $1000/month

Productivity bonuses

Job summary

Northwestern Mutual is offering College Financial Representative internships in which you will build a financial planning practice while receiving expert guidance and access to exclusive products. You can interview for a full-time role upon graduation and participate in ongoing coaching and development.

The program supports licensing (SIE, Series 6/63) and CFP pathway, with a flexible schedule around classes.

Qualifications

• Full-time student; juniors and seniors preferred
• Entrepreneurial ambitions and curiosity for sales
• Highly involved on campus
• Excellent time-management skills
• Interest in financial literacy and planning tools
• Business savvy and critical thinking abilities

Responsibilities

• Learn how to prospect and network to build your 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

Entrepreneurial ambitions

Time management

Campus involvement

Sales curiosity

Business savvy

Education

Currently enrolled student

Tools

Proprietary planning software

Licensing prep programs

Job description

Northwestern Mutual is offering College Financial Representative internships in which you will build a financial planning practice while receiving expert guidance and access to exclusive products. You can interview for a full-time role upon graduation and participate in ongoing coaching and development.

The program supports licensing (SIE, Series 6/63) and CFP pathway, with a flexible schedule around classes.