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Wealth Management Advisor Intern

3 months ago

King of Prussia, Pennsylvania, United States Northwestern Mutual Full time

About Northwestern Mutual – Eastern Pennsylvania

French writer, Antoine de Saint-Exupery once wrote, "A goal without a plan is just a wish."

As achieving financial security becomes more complex for people, a few simple truths are becoming even more powerful: Relationships are built on trust. Our lives and businesses matter. And we're much stronger together than we are apart. These beliefs launched our company over 160 years ago. Today they're hardwired into our DNA and are just some of the reasons why people turn to Northwestern Mutual to help secure their financial futures.

Above all, we believe in doing what's right for our clients. With every important decision, we ask ourselves this poignant question: "Is this in the best long-term interest of our clients?" It's the primary reason we created a distinctive planning process and evolved from a life insurance company to a financial security company in recent decades. We knew having the solutions to meet all of our clients' financial needs was the right thing to do.

Join our team in carrying on that tradition. As a financial representative intern, you'll get real-world job experience as you discover a career with flexibility and rewards. Teamwork. Training. Hard work. Fun. It's part of what has made the Northwestern Mutual internship program a Top Twenty-Five Internship for the past 23 years in a row and continues to keep us ranked #97th on the Fortune 100 List.

BY JOINING OUR TEAM, YOU'LL HAVE ACCESS TO:

  • A high-quality training program to help you get started.
  • Mentorship and professional development training throughout the internship and into the full-time career.
  • Access to leading industry products and solutions built on an integrated technology platform.
  • Financial support for professional designations and certifications, Series 6 & 63, boosting your career from College Financial Representative to Financial Advisor. In fact, 1 in 3 eligible interns often continue on to have full-time careers as successful financial representatives.
  • The opportunity to design your roadmap to leadership and specialized roles.
  • A culture that promotes diversity, teamwork, work/life balance, recognition and rewards.
  • A rewarding career, with extraordinary income potential and a variable compensation model including; recognition and bonuses, where hard work directly relates to your sales results.

DAY TO DAY:

  • Acquire Life and Accident license in the state of PA (company sponsored).
  • Meet with prospective clients daily to assess financial needs and goals, including thorough factfinding to submit adequate application to home office underwriting team.
  • Work with mentor to develop financial planning recommendations and strategies for the prospective client.
  • Track daily activity including dialing, meetings kept, and introductions.
  • Build and maintain own book of business through high activity, including prospecting.
  • Build product and industry knowledge through continuous exposure to wealth management advisors, face to face client meetings and joint work.
  • Participate in ongoing training as assigned, including role playing exercises to develop communication skills, language mastery and sales knowledge.
  • Work with College Unit Directors/Mentors centered around accountability, including weekly check-in's building into overall activity expectations.

ARE YOU A FIT FOR THIS INTERNSHIP?

  • Full-time student; juniors and seniors preferred.
  • Entrepreneurial and curiosity for sales.
  • Highly involved on campus (leader, campus orgs, student government, etc).
  • Excellent time-management skills.
  • Strong academic performance.
  • Interest in financial literacy and planning tools.
  • Business savvy.

DETAILS:

Locations

  • King of Prussia, PA
  • West Chester, PA
  • Philadelphia, PA
  • Harrisburg, PA
  • Lancaster, PA
  • Lehigh Valley, PA
  • Scranton, PA
  • State College, PA

Schedule: Monday to Friday On-Site

Pay Range for Fall 2024: $ Unlimited

Pay types:

  • Development pay
  • Bonus pay
  • Commission pay