Financial Planning Internship: Launch Your Practice

Northwestern Mutual

Cockeysville (MD)

On-site

USD 600 - 1,000

Full time

9 days ago
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Benefits offered by this job

Performance incentives
Licensing support
Coaching program
Student-friendly schedule

Job summary

Northwestern Mutual offers a College Financial Representative internship where students build a real financial planning practice with support from a Fortune 500 company. You’ll learn prospecting, planning, and licensing steps while balancing class commitments and local and nationwide coaching.

With the possibility to interview for a full-time role after graduation, you’ll gain access to exclusive resources and recognition events, plus guidance toward Series 6/63 licensure and CFP opportunities.

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

Skills

Entrepreneurial mindset
Sales curiosity
Time management
Campus leadership
Financial literacy interest
Business savvy
Currently enrolled student

Job description

Northwestern Mutual offers a College Financial Representative internship where students build a real financial planning practice with support from a Fortune 500 company. You’ll learn prospecting, planning, and licensing steps while balancing class commitments and local and nationwide coaching.

With the possibility to interview for a full-time role after graduation, you’ll gain access to exclusive resources and recognition events, plus guidance toward Series 6/63 licensure and CFP opportunities.

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