Financial Planning Internship - Flexible Schedule & Licensing

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

Job summary

Northwestern Mutual invites college students to join its College Financial Representative internship, gaining guidance, a framework to build an integrated financial planning practice, and exposure to exclusive products and a Fortune 500 company.

During the program you will learn prospecting, develop a business strategy, meet potential clients, prepare plans, and gain hands-on experience with planning software, coaching, and licensing pathways such as Series 6/63 or CFP.

Qualifications

• Full-time college 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

Time management

Sales curiosity

Campus involvement

Financial literacy interest

Business savvy

Education

Junior or Senior in College

Tools

Planning software

Job description

Northwestern Mutual invites college students to join its College Financial Representative internship, gaining guidance, a framework to build an integrated financial planning practice, and exposure to exclusive products and a Fortune 500 company.

During the program you will learn prospecting, develop a business strategy, meet potential clients, prepare plans, and gain hands-on experience with planning software, coaching, and licensing pathways such as Series 6/63 or CFP.