Financial Planning Internship: Build Your Practice

Northwestern Mutual; Seattle (WA); On-site; USD 600 - 1,000; Part time

Benefits offered by this job

Performance-based earnings

Learning incentives

Licensing support

Series 6/63 support

Productivity bonuses

Job summary

Northwestern Mutual College Financial Representatives internship offers practical training to build a financial planning practice while studying. You will learn prospecting, goal-based planning, and client engagement with guidance from a Fortune 500 company and local experts.

Flexible scheduling around classes, opportunities to pursue licensing (Series 6 & 63, CFP) and potential pathway to full-time roles after graduation.

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

• Prospect and network to build your business and client base
• Develop and execute 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 ambitions

Time management

Campus involvement

Financial literacy interest

Job description

Northwestern Mutual College Financial Representatives internship offers practical training to build a financial planning practice while studying. You will learn prospecting, goal-based planning, and client engagement with guidance from a Fortune 500 company and local experts.

Flexible scheduling around classes, opportunities to pursue licensing (Series 6 & 63, CFP) and potential pathway to full-time roles after graduation.