Financial Planning Associate

6 days ago


Poughkeepsie, New York, United States Northwestern Mutual Full time

About Us

Northwestern Mutual has helped clients achieve financial security for over 160 years. As one of the "World's Most Admired" companies, we combine expertise with personalized digital experiences to give our clients control over their financial lives.

We offer a tailored approach, including insurance, investments, and annuities, to reinforce each other and keep our clients on track to meet their goals. Our Financial Representatives are valued partners and proud business owners in an inclusive and belonging environment.

Our Company Culture

We value diversity and strive to create an environment where everyone's different viewpoints bring new successes. As a Fortune 100 company, we have been recognized for our commitment to equality and inclusion.

Your Role

You will be working as a Financial Representative intern, helping clients live more and worry less through our unique approach to financial planning. You will build your confidence, develop a professional network, and change people's lives by helping them achieve financial freedom.

What You Will Do

  • Build your client base through prospecting and networking
  • Call on potential clients and set meetings to understand their financial goals
  • Prepare plans and offer useful recommendations
  • Gain exposure to planning software platforms
  • Get licensed with your Life, Accident, and Health insurance license
  • Participate in weekly coaching, training, and development meetings

Compensation and Benefits

As a Northwestern Mutual intern, you can expect a flexible schedule to work around life and your classes. With our year-round program, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP. We offer commissions, development stipends, productivity bonuses, and support for insurance licensing.

Why Join Us

  • #90 Fortune 100 company (2021)
  • Top 5 Internship for Financial Services, Vault Guide to Top Internships 2020
  • $224 billion (retail investment client assets held or managed)
  • Forbes' Best Employers for Diversity (2018-2020)


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