Financial Planning Internship — Build Your Practice & Licenses

Northwestern Mutual; Los Angeles (CA); On-site; USD 500 - 1,000; Part time

Benefits offered by this job

Licensing support

Series 6/63 training

Licensing prep for CFP

Job summary

Northwestern Mutual College Financial Representatives internship provides guidance, connection, and a framework for building an integrated financial planning practice from the ground up while you’re in school.

You will learn prospecting, client meetings, licensing paths (Life, Accident, Health, SIE, Series 6/63), and access to exclusive products as you grow professionally with a Fortune 500 company, plus flexible scheduling to fit your classes.

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 licensing: Life, Accident, and Health.
• Build life skills that create future career opportunities.

Skills

Entrepreneurial mindset

Time management

Campus involvement

Sales interest

Communication

Job description

Northwestern Mutual College Financial Representatives internship provides guidance, connection, and a framework for building an integrated financial planning practice from the ground up while you’re in school.

You will learn prospecting, client meetings, licensing paths (Life, Accident, Health, SIE, Series 6/63), and access to exclusive products as you grow professionally with a Fortune 500 company, plus flexible scheduling to fit your classes.