Financial Planning Professional

4 days ago


Irvine, California, United States Northwestern Mutual Full time
Financial Planning Internship at Northwestern Mutual

As a Financial Planning Intern at Northwestern Mutual, you will be part of a top-ranked internship program that trains you in financial analysis, entrepreneurship, sales, business development, marketing, and communication. Our College Financial Representatives help clients achieve financial freedom through our unique approach to financial planning.

Our internship program mimics our full-time Financial Representative role, allowing you to:

  • 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

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. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business.

Requirements:

  • Full-time student; junior and senior standing
  • Entrepreneurial and curiosity for sales
  • Highly involved on campus (leader, campus orgs, student government, etc.)
  • Excellent time-management skills
  • Interest in financial literacy and planning tools
  • Business savvy

Compensation and Benefits:

  • Commissions
  • Activity Stipends
  • Support for insurance licensing (life, health, DI, LTC)
  • Support for SIE, Series 6, Series 63 registrations (eligibility required)


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