Financial Planning Internship: Build Your Practice

Northwestern Mutual; Pittsburgh (Allegheny County); On-site; USD 500 - 1,000; Full time

Benefits offered by this job

Licensing support

Opportunity for full-time role

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 learn prospecting, develop a business strategy, and gain exposure to planning software and coaching.

Flexible schedule around classes with year-round internship option; licensing support for Series 6/63, CFP pursuit, and opportunities to interview for a full-time Financial Representative or Advisor role after

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

Entrepreneurial mindset

Time management

Campus involvement

Sales interest

Financial literacy interest

Business savvy

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 learn prospecting, develop a business strategy, and gain exposure to planning software and coaching.

Flexible schedule around classes with year-round internship option; licensing support for Series 6/63, CFP pursuit, and opportunities to interview for a full-time Financial Representative or Advisor role after