Financial Planning Internship: Launch Your Client Practice

Northwestern Mutual

Phoenix (AZ)

On-site

USD 1,000 - 2,000

Part time

14 days+

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Benefits offered by this job

Performance earnings

Development incentives

Productivity bonuses

Licensing support

Exam prep support

Job summary

Northwestern Mutual is offering a College Financial Representative internship designed to help you build an integrated financial planning practice while you’re in college. You’ll gain guidance from a Fortune 500 partner and access to exclusive products as you develop professional networks and strong client skills.

As an intern, you’ll learn prospecting, strategic planning, and how to meet potential clients, with ongoing coaching and licensing support to prepare you for possible full-time

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.

Tools

Proprietary planning software

Job description

As an intern, you’ll learn prospecting, strategic planning, and how to meet potential clients, with ongoing coaching and licensing support to prepare you for possible full-time

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