Financial Planning Internship: Build Your Practice

Northwestern Mutual; Barrington (IL); On-site; USD 500 - 1,000; Full time

Job summary

Northwestern Mutual College Financial Representatives in the internship program offer guidance and a framework for building an integrated financial planning practice. You will learn to prospect, develop a business strategy, and meet clients while gaining exposure to our proprietary planning tools and weekly coaching.

The program is flexible around class schedules, with potential to interview for a full-time role after graduation, and opportunities to pursue licenses such as Series 6/63 or CFP

Qualifications

• Current college student with junior or senior status.
• Entrepreneurial mindset and curiosity for sales.
• Active campus involvement (leadership, orgs, student government).
• Excellent time-management skills.
• Interest in financial literacy and planning tools.
• Business acumen and analytical thinking.

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

Entrepreneurial mindset

Sales curiosity

Campus involvement

Time management

Interest in financial literacy

Business acumen

Education

College student enrollment

Tools

Proprietary planning software

Job description

Northwestern Mutual College Financial Representatives in the internship program offer guidance and a framework for building an integrated financial planning practice. You will learn to prospect, develop a business strategy, and meet clients while gaining exposure to our proprietary planning tools and weekly coaching.

The program is flexible around class schedules, with potential to interview for a full-time role after graduation, and opportunities to pursue licenses such as Series 6/63 or CFP