Financial Planning Internship: Build Your Practice & Licenses

Northwestern Mutual; Asheville (NC); On-site; USD 500 - 1,000; Full time

Benefits offered by this job

Performance-based earnings

L&D incentives (up to $1000/month)

Productivity bonuses

Licensing support (life, health, DI, L

SIE/Series 6/63 support

Job summary

Northwestern Mutual offers a College Financial Representative internship that guides students to build a financial planning practice with support from a Fortune 500 company. Interns gain coaching, access to exclusive products, licensing opportunities, and a path to full-time roles after graduation.

You'll develop business strategy, prospect and network, and learn proprietary planning software while balancing class schedules with a flexible internship that may lead to Series 6/63 or CFP licensing.

Qualifications

• 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 ambition

Campus involvement

Time management

Financial literacy interest

Business savvy

Education

Full-time student; juniors and seniors preferred

Job description

Northwestern Mutual offers a College Financial Representative internship that guides students to build a financial planning practice with support from a Fortune 500 company. Interns gain coaching, access to exclusive products, licensing opportunities, and a path to full-time roles after graduation.

You'll develop business strategy, prospect and network, and learn proprietary planning software while balancing class schedules with a flexible internship that may lead to Series 6/63 or CFP licensing.