Financial Planning Internship: Flexible Hours & Licensing

Northwestern Mutual; Waterloo (IA); On-site; USD 1,000 - 2,000; Full time

Benefits offered by this job

Licensing support

Productivity bonuses

Incentives up to $1000/month

Licensing for SIE, Series 6, Series 63

Job summary

Northwestern Mutual seeks a College Financial Representative intern to start building an integrated financial planning practice while you study. You will gain guidance, support from a Fortune 500 company, and access to exclusive resources to help clients achieve financial freedom, with a flexible schedule to fit your classes.

The internship mirrors the full-time role, offering weekly coaching, licensing support (SIE, Series 6/63), and pathways to a full-time advisor position 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

• 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 ambitions

Sales curiosity

Campus involvement

Time management

Financial literacy interest

Networking

Tools

Proprietary planning software

Job description

Northwestern Mutual seeks a College Financial Representative intern to start building an integrated financial planning practice while you study. You will gain guidance, support from a Fortune 500 company, and access to exclusive resources to help clients achieve financial freedom, with a flexible schedule to fit your classes.

The internship mirrors the full-time role, offering weekly coaching, licensing support (SIE, Series 6/63), and pathways to a full-time advisor position after graduation.