Wealth Advisor Internship

3 weeks ago


Farmingdale, United States Northwestern Mutual - Park Ave Full time
Job DescriptionJob DescriptionSalary:

INTERNSHIP OPPORTUNITY - Currently working in Hybrid Model


Eligibility: College Juniors / Seniors + Graduate Students

  • Individuals who are driven, entrepreneurial, self-motivated, great at building relationships and goal-oriented, and dedicated to personal and professional success

Majors: ALL


TOP 100 INTERNSHIP for the past 26 years in a row.


What is the role? What will I be doing?

  • You will run your own financial-advising practice as an intern, but you won’t be alone
  • Build Relationships
  • Expand professional and personal network
  • Suggest financial services and planning that fits the client and their needs best - Sales Role
  • Support people and businesses as they plan for their financial future
  • Obtain needed licenses through provided study courses and paid exams

Will I be provided guidance and support?

  • Yes
  • Training (formal) provided prior to internship
  • Training and support (informal and formal) provided by mentor/coach who is a seasoned financial advisor
  • Weekly professional development workshops
  • Free study course to gain Life, Accident, and Health (17-55) license prior to training

Why Northwestern Mutual?

As a financial advisor intern, you’ll have meaningful mentorships, access to strong professional networks, and immediate career opportunities with virtually unlimited earning potential. And it’s flexible too. You’ll have a schedule that lets you pursue your studies and rewards you for your hard work. You will be building your own wealth management business with the teachings and support of a strong company that has been around for 165 years.

You'll find that the Northwestern Mutual internship is more than just an internship. It's a truly meaningful experience that builds your business skills and helps clients achieve their hopes and dreams. With support from your network office, you'll work for yourself, but never by yourself.


What else should I know?

- Mentors and coaches who meet with you regularly to help evaluate and fine-tune your efforts for greatest results.

- Trusted financial specialists and advisors with technical know-how to help you create customized solutions for your clients.

- World-class Northwestern Mutual products and services including life insurance, disability income insurance and education funding options, as well as retirement planning, estate planning and investment options.

- You'll practice the personalized approach we use to offer financial solutions tailored to each client's individual needs.


Overview of the role:

  • Meet with Clients: You'll set up appointments to discuss your clients' current financial situation.
  • Analyze the Client's Situation: Through extensive fact-finding, you'll uncover long-term goals that you will use to help determine your client's needs.
  • Make Recommendations: After evaluating your client's current situation and goals, you'll determine what products can help fill their needs and present appropriate solutions to your client.
  • Provide Ongoing Service: You'll continue to work with your clients beyond the close of the sale. Most financial representatives contact their clients twice per year to determine whether their needs have changed, and keep them aware of the resources available to them.

 

Compensation:

  • $100 Weekly Stipend (must participate in professional development workshops)
  • Bonuses Available
  • Uncapped Commission (no limit as to how much you can take home)


Additional Accolades:

Northwestern ranks #114 on Fortune’s 500, was named the “World’s Most Admired” life insurance by FORTUNE magazine, "Best Place to Launch a Career" by BusinessWeek, and recognized as one of the best places to work in America by Glassdoor.com.



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