Financial Planning Internship — Flexible Schedule & Licensing

Northwestern Mutual

Stamford (CT)

On-site

USD 500 - 1,000

Full time

4 days ago
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Benefits offered by this job

Licensing support
Training & development incentives
Productivity bonuses
Licensing registrations support

Job summary

Northwestern Mutual is seeking College Financial Representatives interns to build an integrated financial planning practice with guidance and support from a Fortune 500 company. You’ll learn prospecting, client meetings, and planning using proprietary tools while earning exposure to licensing tracks and leadership programs.

The program offers a flexible schedule around classes, with potential to interview for full-time roles after graduation and access to training, events, and nationwide

Qualifications

  • Full-time student; juniors and seniors preferred.
  • Entrepreneurial ambitions and curiosity for sales.
  • Highly involved on campus (leader, athlete, student orgs, 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 mindset
Time management
Sales orientation
Campus involvement
Financial literacy interest

Education

Currently pursuing a college degree

Tools

Proprietary planning software

Job description

Northwestern Mutual is seeking College Financial Representatives interns to build an integrated financial planning practice with guidance and support from a Fortune 500 company. You’ll learn prospecting, client meetings, and planning using proprietary tools while earning exposure to licensing tracks and leadership programs.

The program offers a flexible schedule around classes, with potential to interview for full-time roles after graduation and access to training, events, and nationwide

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