Financial Representative Intern

3 days ago


Albany, New York, United States Northwestern Mutual Full time
Job OpportunityAs a Financial Representative Intern at Northwestern Mutual, you will have the opportunity to build a financial planning practice while working with local and nationwide experts, exclusive financial products, and the support of a Fortune 100 company. Our interns come from varying academic backgrounds and experiences, and we value an inclusive and belonging environment where everyone's different viewpoints bring new successesResponsibilities
  • 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
Benefits
  • Commissions
  • Development Stipends
  • Productivity Bonuses
  • Support for insurance licensing (life, health, DI, LTC)
  • Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us

For over 160 years, Northwestern Mutual has helped clients achieve financial security 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 value an inclusive and belonging environment where everyone's different viewpoints bring new successes

Why join Northwestern Mutual:

  • #90, Fortune 100 company (2021)
  • Top 5 Internship for Financial Services, Vault Guide to Top Internships 2020
  • 4.75+ million clients and growing1
  • $224 billion2 (retail investment client assets held or managed)
  • Forbes' Best Employers for Diversity (2018-2020)
  • Unsurpassed financial strength3
  • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)


  • Albany, New York, United States Fidelity TalentSource LLC Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Representative to join our team at Fidelity TalentSource LLC. As a key member of our team, you will play a critical role in building and maintaining strong relationships with our clients, providing exceptional customer service, and driving business growth.Key ResponsibilitiesDevelop and...


  • Albany, New York, United States Fidelity TalentSource LLC Full time

    Job Summary:Fidelity Investments is seeking a skilled Financial Representative to join our team. As a key member of our branch, you will play a vital role in building strong relationships with our clients and helping them achieve their financial goals.About the Role:We are looking for a highly motivated and customer-focused individual who is passionate about...


  • Albany, New York, United States Nationwide Full time

    Join Our Team as a Financial Services RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. As a representative, you will be responsible for providing exceptional customer service and sales support to our clients.About the RoleProvide customer service and sales support to...


  • Albany, New York, United States Fidelity TalentSource LLC Full time

    Job Description:We are seeking a highly skilled and motivated Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a critical role in building strong relationships with our clients and helping them achieve their financial goals.The Expertise We're Looking For:Proven customer service skills, with...


  • Albany, New York, United States PRT Financial Full time

    Grow Your Career with PRT FinancialWe are a thriving brokerage company seeking highly experienced life insurance agents to join our team. As a leading provider of financial services, we offer a unique opportunity for professionals to build a successful career in a dynamic and growing industry.Key Responsibilities:Develop and maintain relationships with...


  • Albany, New York, United States Fidelity TalentSource LLC Full time

    Job Description:We are seeking a highly skilled and motivated Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a critical role in building strong relationships with our clients and helping them achieve their financial goals.The Expertise We're Looking For:Proven customer service skills, with...


  • Albany, New York, United States Fidelity TalentSource LLC Full time

    Job Description:We are seeking a highly skilled and motivated Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a critical role in building strong relationships with our clients and helping them achieve their financial goals.The Expertise We're Looking For:Proven customer service skills, with...


  • Albany, New York, United States Heura Foods Full time

    About the RoleWe are seeking a highly skilled and experienced International Customer Service Representative to join our team at Heura Foods. As a key member of our customer service department, you will be responsible for providing exceptional support to our national and international clients.Key ResponsibilitiesManage and resolve customer inquiries and...

  • Internal Auditor

    2 weeks ago


    Albany, New York, United States StateJobsNY Full time

    Job SummaryThis is a challenging opportunity to join the StateJobsNY team as an Internal Auditor 1. As a key member of our team, you will be responsible for conducting internal audits, reviewing financial statements, and ensuring compliance with regulatory requirements.ResponsibilitiesConduct internal audits to ensure the effectiveness of internal controls...


  • Albany, New York, United States PRT Financial Full time

    Grow Your Career with PRT FinancialWe are a thriving brokerage company seeking highly experienced life insurance agents to join our team. As a leading player in the industry, we offer a unique opportunity for professionals to build a successful career in financial services.Our OrganizationPRT Financial is a dynamic and expanding organization with a strong...

  • Area Representative

    2 weeks ago


    Albany, New York, United States Fellowship of Christian Athletes Full time

    Job DescriptionThe Area Representative plays a vital role in fulfilling the Fellowship of Christian Athletes (FCA) Vision, pursuing the FCA Mission, and living the FCA Values by implementing the ministry plan for the assigned area. This position is responsible for ensuring a consistent approach to discipleship in FCA Sports Environments, making disciples who...


  • Albany, New York, United States Broadview FCU Full time

    Member Service RepresentativeAre you passionate about delivering exceptional customer service and making a positive impact on people's lives? We're seeking a highly skilled and motivated Member Service Representative to join our team at Broadview FCU.Key Responsibilities:Provide consultative service and assistance to credit union members over the phone,...

  • Financial Analyst

    3 weeks ago


    Albany, New York, United States DASNY (Dormitory Authority Full time

    Job Title: AccountantAt DASNY, we are seeking a highly skilled Accountant to join our team. As an Accountant, you will play a critical role in ensuring the accuracy and integrity of our financial records.Key Responsibilities:Verify, analyze, and record financial data from various sources, including bank statements, client agreements, and bond...

  • Internal Auditor

    4 weeks ago


    Albany, New York, United States StateJobsNY Full time

    Job SummaryWe are seeking a highly skilled Internal Auditor to join our team at StateJobsNY. As an Internal Auditor, you will play a critical role in ensuring the effectiveness and efficiency of our internal controls and risk management processes.Key ResponsibilitiesConduct risk assessments and identify vulnerabilities to develop testing cycles and monitor...

  • Internal Auditor

    2 weeks ago


    Albany, New York, United States New York State Full time

    Job Title: Internal Auditor 1Join the New York State team as an Internal Auditor 1 and contribute to the organization's success by ensuring the effectiveness of internal controls and operational efficiencies.Job SummaryThe Internal Auditor 1 will assist in conducting operational and compliance audits to evaluate the effectiveness of internal controls. The...

  • Internal Auditor

    3 weeks ago


    Albany, New York, United States StateJobsNY Full time

    Job SummaryThe StateJobsNY is seeking a highly skilled Internal Auditor 1 to join our team. As an Internal Auditor 1, you will play a critical role in ensuring the effectiveness of internal controls and operational efficiencies within our organization.Key ResponsibilitiesAssist in planning and conducting audits to assess internal controls, operational...

  • Deputy Director

    4 weeks ago


    Albany, New York, United States StateJobsNY Full time

    Job SummaryThe Deputy Director position at StateJobsNY is a critical role that requires a seasoned professional with extensive experience in financial management, administration, and budgeting. As a key member of the team, the successful candidate will be responsible for overseeing the fiscal, budgetary, and administrative efforts of the organization.Key...


  • Albany, New York, United States AppleOne Full time

    Job DescriptionAppleOne is seeking a Financial Operations Manager to oversee and enhance our financial processes. The successful candidate will be responsible for:Accounting Management: Directing all accounting functions, including Billing, Accounts Receivable, Accounts Payable, and Payroll.Budgeting and Forecasting: Developing the annual budget and...

  • Internal Auditor

    3 weeks ago


    Albany, New York, United States New York State Full time

    Job SummaryWe are seeking a highly skilled Internal Auditor 1 to join our team at New York State. As an Internal Auditor 1, you will play a critical role in ensuring the effectiveness of internal controls and operational efficiencies across various departments.Key ResponsibilitiesAssist in planning and conducting audits to assess internal controls,...

  • Financial Analyst

    2 weeks ago


    Albany, New York, United States Penda Aiken, Inc Full time

    {"title": "Accountant", "description": "Job SummaryPenda Aiken, Inc is seeking a skilled Accountant to join our team. As an Accountant, you will be responsible for ensuring the compliance of Federal and State rules and regulations for Federal grant awards and assisting with contract closeouts.Key ResponsibilitiesMonitor the compliance of Federal and State...