Financial Planning Internship — Launch Your Practice

Northwestern Mutual

Research Forest (TX)

On-site

USD 500 - 1,000

Full time

14 days+
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Benefits offered by this job

Learning incentives
Licensing support
Registration eligibility

Job summary

Northwestern Mutual’s College Financial Representative internship provides guidance and a framework for building an integrated financial planning practice while balancing classes. Interns gain access to exclusive products and Fortune 500 backing to grow confidence, network, and career prospects.

Participants learn prospecting, business strategy, client meetings, and licensing paths (Series 6/63, CFP). The program offers weekly coaching, ongoing development, and potential full-time roles after

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

Student
Entrepreneurial
Campus involvement
Time management
Financial literacy interest
Business acumen

Tools

Planning software

Job description

Northwestern Mutual’s College Financial Representative internship provides guidance and a framework for building an integrated financial planning practice while balancing classes. Interns gain access to exclusive products and Fortune 500 backing to grow confidence, network, and career prospects.

Participants learn prospecting, business strategy, client meetings, and licensing paths (Series 6/63, CFP). The program offers weekly coaching, ongoing development, and potential full-time roles after

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