Financial Planning Intern

3 months ago


Irvine, United States Northwestern Mutual Full time

Financial Planning Interns at Northwestern Mutual Orange County-are a part of a top program ranked “One of America’s Top Ten Internships.” Our internship program trains in the areas of financial analysis, entrepreneurship, sales, business development, marketing, and communication.


Our College Financial Representatives help their clients live more and worry less through our unique approach to financial planning. Our interns, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while employing local and nationwide experts, exclusive financial products, and the support of a Fortune 100 company. You will have the opportunity to build your confidence, develop a professional network, and change people’s lives by helping them achieve financial freedom. Here, hard work pays off

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. 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; 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

***All majors encouraged to apply.

 

Compensation & Benefits

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


  • Irvine, United States BTC POWER Full time

    Job Summary: Broadband Telecom Power is seeking a strategic and results-oriented Vice President of Financial Planning & Analysis (FP&A) to spearhead our financial initiatives and enhance organizational performance. This leadership role requires a seasoned finance professional with extensive experience in financial analytics. The VP will collaborate closely...


  • Irvine, United States FORTIS Resource Partners Full time

    Summary: Our client, a nationally recognized distribution company, is seeking a Senior Financial Analyst who utilizes financial analysis skills to support designated Market Units. This position conducts financial analysis, financial and operational results reporting, financial planning and forecasting, and project-based work to support the day-to-day...


  • Irvine, United States FORTIS Resource Partners Full time

    Summary: Our client, a nationally recognized distribution company, is seeking a Senior Financial Analyst who utilizes financial analysis skills to support designated Market Units. This position conducts financial analysis, financial and operational results reporting, financial planning and forecasting, and project-based work to support the day-to-day...


  • Irvine, United States Northwestern Mutual Full time

    What you will bring to the firm:You have a relentless drive to learn and grow as part of a high performing financial planning team. You are analytical and naturally curious and apply those traits to custom planning solutions. You enjoy working with clients and can formulate and deliver advice but would rather be a technical expert than be responsible for...


  • Irvine, United States Northwestern Mutual Full time

    What you will bring to the firm:You have a relentless drive to learn and grow as part of a high performing financial planning team. You are analytical and naturally curious and apply those traits to custom planning solutions. You enjoy working with clients and can formulate and deliver advice but would rather be a technical expert than be responsible for...


  • Irvine, United States Impactful Resources Full time

    Premiere real estate investment firm is looking for a talented FP&A Manager to join the team! This role will contribute to the success of the organization by providing timely, insightful, and relevant analysis. This position will report to the Senior Director of Financial Reporting and onsite everyday in Irvine.Responsibilities: Fund or investment level...


  • Irvine, United States Impactful Resources Full time

    Premiere real estate investment firm is looking for a talented FP&A Manager to join the team! This role will contribute to the success of the organization by providing timely, insightful, and relevant analysis. This position will report to the Senior Director of Financial Reporting and onsite everyday in Irvine.Responsibilities: Fund or investment level...


  • Irvine, California, United States Jobot Full time

    Job Overview:We are seeking a skilled Controller - Financial Planning to join our team at Jobot. In this role, you will manage capital and cash requirements for development projects, working closely with the finance team to forecast cash flow needs and ensure sufficient liquidity for project milestones.You will oversee and implement overhead cost allocation...


  • Irvine, United States Solugenix Corp Full time

    Financial Planning AnalystCandidates should take the time to read all the elements of this job advert carefully Please make your application promptly.Irvine, CA6-Month ContractJob ID 24-09332Solugenix is assisting a client, a prestigious and large investment management company in their search for a Financial Planning Analyst. This is a 6-month contract...


  • Irvine, California, United States Alleviate Financial Solutions Full time

    About UsAt Alleviate Financial Solutions, we are committed to providing our clients with the highest level of service and support. Our team of experienced professionals is dedicated to helping individuals achieve their financial goals and overcome financial challenges. We believe in creating a positive and supportive work environment that encourages growth,...


  • Irvine, California, United States Creative Financial Staffing Full time

    Job Summary:Creative Financial Staffing is seeking a highly skilled and experienced Accountant to join their dynamic team in Irvine. As an Accountant, you will be responsible for preparing and analyzing financial statements, ensuring accuracy and compliance with company policies and regulatory requirements.About the Role:This is a fantastic opportunity for...


  • Irvine, CA, United States Solugenix Corp Full time

    Financial Planning Analyst Candidates should take the time to read all the elements of this job advert carefully Please make your application promptly. Irvine, CA 6-Month Contract Job ID 24-09332 Solugenix is assisting a client, a prestigious and large investment management company in their search for a Financial Planning Analyst. This is a 6-month...


  • Irvine, California, United States Alleviate Financial Solutions Full time

    About Alleviate Financial SolutionsAlleviate Financial Solutions is a fast-growing company in the debt relief space, dedicated to helping clients find solutions to their financial challenges. Our vibrant and energetic organization of nearly 500 employees is committed to providing exceptional service and support.Job SummaryThe Client Success Summons Liaison...


  • Irvine, California, United States Hansung USA Full time

    About Hansung USAHansung USA is a dynamic organization seeking an exceptional Accounting Manager to join our team. This role plays a crucial part in driving financial success and ensuring compliance with regulatory requirements.Job SummaryThe ideal candidate will possess strong analytical skills, excellent communication abilities, and the capacity to lead...


  • Irvine, California, United States LH Global Consulting Full time

    About the RoleLH Global Consulting is conducting a private search for an experienced Revenue Accounting Manager. As a key member of our accounting team, you will play a critical role in ensuring the accuracy and timeliness of our financial reporting.Key Responsibilities:Revenue Recognition and Compliance:Ensure that all revenue is accurately recognized in...


  • Irvine, United States Addison Group Full time

    The ideal candidate will be responsible for managing multiple financial analysis projects at the same time. At month end, you will be responsible for budget, projection, and actual variance commentary. ResponsibilitiesPrepare the company's expense plans and monthly forecastsAccurately update systems to actual results, forecasts, and budgetsAnalyze and...


  • Irvine, California, United States Recruithook Full time

    Job Title: Senior Financial AnalystWe are seeking a highly skilled Senior Financial Analyst to join our finance team at Recruithook. This is a fantastic opportunity for a detail-oriented professional to take on new challenges and grow with our company.About the Role:Maintain accurate and up-to-date financial records, ensuring compliance with accounting...


  • Irvine, California, United States Hansung USA Full time

    Job Title: Financial ControllerA highly skilled Financial Controller is required to oversee the financial operations of Hansung Beauty Group in Irvine, CA. The successful candidate will have extensive experience in accounting and finance, with a strong understanding of financial regulations and principles.The estimated salary for this position is $110,000 -...

  • Financial Analyst

    7 days ago


    Irvine, United States High Country: Private Equity Search Full time

    Our firm has been exclusively retained to identify a high potential financial analyst to join a dynamic company revolutionizing the real estate market. With unlimited dry powder, backed by one of the biggest institutional investors in the world, they are expanding their portfolio of residential properties across the U.S. They are on a mission to reshape...

  • Financial Analyst

    6 days ago


    Irvine, United States High Country: Private Equity Search Full time

    Our firm has been exclusively retained to identify a high potential financial analyst to join a dynamic company revolutionizing the real estate market. With unlimited dry powder, backed by one of the biggest institutional investors in the world, they are expanding their portfolio of residential properties across the U.S. They are on a mission to reshape...