Financial Planning Internship: Build Your Practice

Northwestern Mutual; Moosic (Lackawanna County); On-site; USD 500 - 1,000; Part time

Benefits offered by this job

Performance-based earnings and revenue

Licensing support (SIE, Series 6, 63)

Learning and Development incentives (≤

Job summary

Northwestern Mutual College Financial Representatives internship provides guidance and a framework for building an integrated financial planning practice while you study. You will work with experts, exclusive products, and a Fortune 500 company to develop confidence and a professional network.

There is potential to interview for a full-time Financial Representative or Advisor role after graduation, with a flexible schedule around classes and licensing support including SIE/Series registrations.

Qualifications

• Full-time student; juniors and seniors preferred.
• Interest in financial literacy and planning tools.
• Entrepreneurial ambitions and curiosity for sales.

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.

Skills

Entrepreneurial mindset

Time management

Sales curiosity

Campus involvement

Education

College student

Tools

Planning software

Job description

Northwestern Mutual College Financial Representatives internship provides guidance and a framework for building an integrated financial planning practice while you study. You will work with experts, exclusive products, and a Fortune 500 company to develop confidence and a professional network.

There is potential to interview for a full-time Financial Representative or Advisor role after graduation, with a flexible schedule around classes and licensing support including SIE/Series registrations.