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Financial Planning Internship for College Students
2 months ago
As a Financial Planning Intern at Northwestern Mutual - Greater Chicago, you will receive mentorship and resources to cultivate a comprehensive financial advisory practice. This role is designed for college students eager to explore the financial services industry while developing essential skills in financial planning.
Key Responsibilities:
- Engage in prospecting and networking to establish a robust client base.
- Formulate and implement effective business strategies.
- Conduct outreach to potential clients to assess their financial aspirations.
- Craft tailored financial plans and provide actionable recommendations.
- Gain proficiency in advanced financial planning software.
- Participate in regular coaching and training sessions to enhance your professional development.
- Achieve licensure in Life, Accident, and Health insurance.
- Develop critical life skills that will open doors for future career opportunities.
Internship Benefits:
This internship offers a flexible schedule to accommodate your academic commitments. You can engage in this program throughout the year, allowing for continuous growth and support in obtaining necessary registrations and certifications, including Series 6 & 63 or CFP. You will have the chance to attend recognition events, access leadership programs, and collaborate with industry experts.
Are You the Right Fit?
- Currently enrolled as a full-time student, preferably in your junior or senior year.
- Demonstrated entrepreneurial spirit and interest in sales.
- Active involvement in campus activities (leadership roles, athletics, student organizations, etc.).
- Strong time-management capabilities.
- Passion for financial literacy and planning methodologies.
- Business-oriented mindset with a desire to enhance analytical skills.
Compensation and Incentives:
- Performance-based earnings and revenue opportunities.
- Learning and Development Incentives (up to $1000/month, excluding commissions).
- Productivity bonuses.
- Support for obtaining insurance licenses (life, health, DI, LTC).
- Assistance with SIE, Series 6, and Series 63 registrations (eligibility criteria apply).
About Northwestern Mutual:
For over 165 years, Northwestern Mutual has empowered clients to achieve their financial goals through innovative and personalized financial planning. Our approach integrates various financial strategies—insurance, investments, and annuities—ensuring clients remain on track to meet their objectives.
As independent contractors, our Financial Representatives and College Financial Representatives are valued partners in our mission. We prioritize an inclusive workplace where diverse perspectives contribute to our success.
Why Choose Northwestern Mutual?
- Recognized as a Fortune 500 company.
- Ranked among the Top 100 Internship Programs.
- Over 5 million clients and growing.
- Significant retail investment client assets managed.
- Awarded for diversity and inclusion efforts.
- Recognized for financial strength and workplace equality.
