Financial Planning Internship: Launch Your Client Practice

Northwestern Mutual

Baton Rouge (LA)

On-site

USD 500 - 1,000

Full time

6 days ago
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Benefits offered by this job

Performance-based earnings
Learning & Development incentives
Productivity bonuses
Licensing support (life, health, DI, &
SIE/Series 6 & Series 63 registrations

Job summary

Northwestern Mutual is offering a College Financial Representative internship to help you build a financial planning practice while balancing classes. You will prospect clients, set meetings, and learn to deliver plans using our planning tools, with ongoing coaching and licensing support.

The program emphasizes flexible scheduling to fit student life, nationwide training, and potential pathways to full-time roles after graduation.

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)

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.

Skills

Entrepreneurial mindset
Time management
Campus involvement
Sales interest
Business acumen

Job description

Northwestern Mutual is offering a College Financial Representative internship to help you build a financial planning practice while balancing classes. You will prospect clients, set meetings, and learn to deliver plans using our planning tools, with ongoing coaching and licensing support.

The program emphasizes flexible scheduling to fit student life, nationwide training, and potential pathways to full-time roles after graduation.

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