Financial Planning Internship: Build Your Practice Licenses

Northwestern Mutual

Middleton (MA)

On-site

USD 500 - 1,000

Full time

9 days ago
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Benefits offered by this job

Performance-based earnings
Development incentives up to $1000/mo
Productivity bonuses
Licensing support (Life/Health/DI/LTC)
SIE, Series 6, Series 63 registrations

Job summary

Northwestern Mutual offers a College Financial Representative internship that guides you to build a financial planning practice while you study. You’ll work with local and nationwide experts, exclusive products, and a Fortune 500 support system to grow confidence and professional networks.

As a college intern, you’ll learn prospecting, develop business strategies, meet clients, and gain exposure to planning software.

Qualifications

  • Full-time student; juniors and seniors preferred
  • Interest in financial literacy and sales
  • Entrepreneurial ambitions and curiosity for sales
  • Excellent time-management skills

Responsibilities

  • Learn prospecting and networking to build your client base
  • Develop and execute a business strategy
  • Call on potential clients and set meetings to understand 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 support for life, health, and other products
  • Build life skills for future career opportunities

Skills

Entrepreneurial mindset
Sales aptitude
Time management
Campus involvement
Communication skills
Business mindset
Willingness to learn

Tools

Planning software platforms

Job description

Northwestern Mutual offers a College Financial Representative internship that guides you to build a financial planning practice while you study. You’ll work with local and nationwide experts, exclusive products, and a Fortune 500 support system to grow confidence and professional networks.

As a college intern, you’ll learn prospecting, develop business strategies, meet clients, and gain exposure to planning software.

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