Financial Planning Internship — Launch Your Advisor Career

Northwestern Mutual

Gilbert (AZ)

On-site

USD 500 - 1,000

Part time

11 days ago
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Benefits offered by this job

Learning incentives (up to $1000/month
Productivity bonuses
Licensing support (SIE, Series 6/63)

Job summary

Northwestern Mutual's College Financial Representative internship provides guidance, a framework, and access to exclusive resources to start building a financial planning practice while you study in Gilbert, AZ. You will work with local and nationwide experts and the support of a Fortune 500 company.

You will learn prospecting, develop a business strategy, meet potential clients, and gain exposure to planning software; weekly coaching helps you grow, with licensing support and opportunities to

Qualifications

  • Currently enrolled as a full‑time student; juniors or 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

Sales mindset
Time management
Networking
Entrepreneurial ambition
Financial literacy interest

Education

College student

Tools

Planning software platforms

Job description

Northwestern Mutual's College Financial Representative internship provides guidance, a framework, and access to exclusive resources to start building a financial planning practice while you study in Gilbert, AZ. You will work with local and nationwide experts and the support of a Fortune 500 company.

You will learn prospecting, develop a business strategy, meet potential clients, and gain exposure to planning software; weekly coaching helps you grow, with licensing support and opportunities to

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