Financial Planning Internship: Launch Your Advisory Career

Northwestern Mutual; Seattle (WA); On-site; USD 600 - 1,000; Full time

Benefits offered by this job

Performance-based pay

Licensing support

Development incentives

Bonuses and rewards

Job summary

Northwestern Mutual’s College Financial Representative internship provides guidance, a framework for building an integrated financial planning practice, and the support of a Fortune 500 company. You’ll learn prospecting, networking, and client meetings, while accessing proprietary planning tools and Week coaching to develop your professional network and career path.

The program emphasizes flexible scheduling around classes, licensing support (Series 6/63, CFP potential), and invitations to

Qualifications

• Must be a full-time student; juniors and seniors preferred.
• Entrepreneurial ambitions and curiosity for sales.
• Excellent time-management skills.
• Interest in financial literacy and planning tools.
• Business savvy and desire to increase critical thinking abilities.

Responsibilities

• Learn prospecting and networking to build client base.
• Develop and execute a business strategy.
• Call on potential clients and set meetings to understand goals.
• Prepare plans and offer useful recommendations.
• Gain exposure to planning software platforms.
• Engage in coaching, training, and development meetings.
• Build a future pathway to full-time roles after graduation.

Skills

Entrepreneurial ambitions

Sales curiosity

Time management

Interest in financial literacy

Business savvy

Analytical thinking

Job description

Northwestern Mutual’s College Financial Representative internship provides guidance, a framework for building an integrated financial planning practice, and the support of a Fortune 500 company. You’ll learn prospecting, networking, and client meetings, while accessing proprietary planning tools and Week coaching to develop your professional network and career path.

The program emphasizes flexible scheduling around classes, licensing support (Series 6/63, CFP potential), and invitations to