Financial Planning Internship: Grow Your Client Practice

Northwestern Mutual

Gilbert (AZ)

On-site

USD 600 - 1,000

Full time

8 days ago

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Benefits offered by this job

Learning incentives
Productivity bonuses
Licensing support
Interview opportunities

Job summary

Northwestern Mutual offers College Financial Representative internships that guide students to build an integrated financial planning practice with the backing of a Fortune 500 company. You’ll learn to prospect, develop a business strategy, and gain coaching while pursuing licensing in life, health, and other areas.

The program supports interview pathways to full-time roles after graduation, with a flexible schedule that works around classes and opportunities to join leadership programs and

Qualifications

  • Must be a full-time student, juniors or seniors preferred.
  • Entrepreneurial ambitions and curiosity for sales.
  • Highly involved on campus (leader, athlete, campus orgs, student government).
  • Excellent time-management skills.
  • Interest in financial literacy and planning tools.
  • Business savvy and desire to increase critical thinking abilities.

Responsibilities

  • Learn to prospect and network 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, Accident, and Health.
  • Build life skills for future career opportunities.

Skills

Entrepreneurial mindset
Time management
Campus involvement
Sales curiosity
Financial literacy interest
Business acumen

Education

College student (undergraduate)

Tools

Proprietary planning software

Job description

Northwestern Mutual offers College Financial Representative internships that guide students to build an integrated financial planning practice with the backing of a Fortune 500 company. You’ll learn to prospect, develop a business strategy, and gain coaching while pursuing licensing in life, health, and other areas.

The program supports interview pathways to full-time roles after graduation, with a flexible schedule that works around classes and opportunities to join leadership programs and

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