Financial Planning Internship - Launch Your Advisory Career

Northwestern Mutual; Charlotte (NC); On-site; USD 500 - 1,000; Part time

Benefits offered by this job

Learning & development incentives up 2

Productivity bonuses

Licensing support (life, health, DI, &

Job summary

Northwestern Mutual College Financial Representatives internship provides guidance and a framework for building an integrated financial planning practice while you are a student. You will gain access to exclusive products, local and nationwide experts, and the support of a Fortune 500 company.

You’ll have a flexible schedule around classes, with possible pathways to full-time roles after graduation, and support for licenses like Series 6/63 and CFP®.

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

Excellent time-management

Campus involvement

Sales curiosity

Financial literacy interest

Business savvy

Education

Full-time student enrollment

Tools

Planning software platforms

Job description

Northwestern Mutual College Financial Representatives internship provides guidance and a framework for building an integrated financial planning practice while you are a student. You will gain access to exclusive products, local and nationwide experts, and the support of a Fortune 500 company.

You’ll have a flexible schedule around classes, with possible pathways to full-time roles after graduation, and support for licenses like Series 6/63 and CFP®.