Financial Planning Internship: Build Your Practice & Licenses

Northwestern Mutual; Bozeman (MT); Vor Ort; USD 500 - 1.000; Vollzeit

Benefits dieser Stelle

Licensing support

SIE Series 6/63 support

Up to $1000/month incentives

Zusammenfassung

Northwestern Mutual internship program offers hands-on experience building a financial planning practice while receiving coaching, licensing support, and access to exclusive resources. You’ll learn to prospect, develop client relationships, and execute a personal business strategy with flexible scheduling around classes.

As a College Financial Representative you may pursue Series licenses or CFPほ, and a path to full-time roles after graduation exists, all within a Fortune 500 framework and

Qualifikationen

• 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.

Aufgaben

• Learn prospecting and networking 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.

Kenntnisse

Entrepreneurial ambitions

Campus involvement

Time management

Financial literacy interest

Ausbildung

College student

Tools

Proprietary planning software

Jobbeschreibung

Northwestern Mutual internship program offers hands-on experience building a financial planning practice while receiving coaching, licensing support, and access to exclusive resources. You’ll learn to prospect, develop client relationships, and execute a personal business strategy with flexible scheduling around classes.

As a College Financial Representative you may pursue Series licenses or CFPほ, and a path to full-time roles after graduation exists, all within a Fortune 500 framework and