Financial Planning Associate

4 days ago


Golden, Colorado, United States Northwestern Mutual Full time
Unlock Your Potential as a Financial Representative Intern

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

Key Responsibilities:
  • Develop a 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 to grow your practice and obtain support for registrations and certifications
  • Access to leadership programs and collaboration with experts in our business
  • Diverse resources across our culture to ensure personal and professional growth
Requirements:
  • 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 and 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, 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. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes.

Why Join Northwestern Mutual:
  • Ranked #110 on the Fortune
  • Top 5 Internship for Financial Services, Vault Guide to Top Internships 2023
  • 5.1+ million clients and growing

We're committed to creating a workplace where everyone feels valued, respected, and empowered to succeed. Join us and discover a career that's as unique as you are.



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