Financial Planning Intern

4 weeks ago


Center Valley, Pennsylvania, United States Northwestern Mutual Full time
Unlock Your Potential as a Financial Planning Intern

At Northwestern Mutual, we're committed to helping our clients achieve financial freedom. As a Financial Planning Intern, you'll play a vital role in building a financial planning practice, working with local and nationwide experts, and leveraging exclusive financial products and services.

Key Responsibilities:
  • 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
What You'll Gain:
  • A flexible schedule to work around life and your classes
  • Opportunities for growth and development in a year-round program
  • Support for registrations and certifications, such as the Series 6 & 63 or CFP
  • Access to leadership programs and collaboration with experts in our business
  • Diverse resources across our culture to ensure personal and professional growth
About Us:

For over 160 years, we've helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners.

Why Join Northwestern Mutual:
  • Fortune 100 company
  • Top 5 Internship for Financial Services, Vault Guide to Top Internships 2020
  • Best Place to Work for LGBTQ Equality

As a Northwestern Mutual intern, you'll have the opportunity to work in a dynamic and inclusive environment where everyone's different viewpoints bring new successes.

We value an inclusive and belonging environment where everyone's different viewpoints bring new successes.

Our internship program mimics our full-time Financial Representative role, allowing you to build your confidence, develop a professional network, and change people's lives by helping them achieve financial freedom.

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.

In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program.

With interest, eligible interns have an opportunity to interview for a full-time Financial Representative role upon graduation.

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 Interest in financial literacy and planning tools Business savvy Compensation & Benefits Commissions Development Stipends Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required)



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