About the role#
As a College Financial Representative, you will build a financial planning practice from the ground up. You will develop professional skills, expand your network, and learn to help clients work toward their financial goals. This program offers a framework for you to gain experience while balancing your academic responsibilities.
What you'll do#
- Prospect and network to build your business and client base.
- Develop and execute a personal business strategy.
- Call on potential clients and set meetings to understand their financial needs.
- Prepare financial plans and offer recommendations.
- Participate in weekly coaching, training, and development meetings.
- Gain exposure to proprietary planning software platforms.
What you'll need#
- You are a full-time student, preferably a junior or senior.
- You have an interest in sales and entrepreneurial ambitions.
- You are highly involved on campus, such as in student government, athletics, or organizations.
- You possess strong time-management skills.
- You have an interest in financial literacy and planning tools.
- Majors in Business Administration, Finance, Economics, or Marketing are relevant to this role.
Location & details#
- This position is located in Tucson, Arizona.
- The role is on-site.
- This is a paid, full-time internship with a rolling term.
- You will receive support for state insurance licensing and relevant industry registrations.
About Northwestern Mutual
Northwestern Mutual is a financial services company founded in 1857. It provides insurance, annuities, and wealth management services to over 4.5 million clients. The firm operates with offices in Milwaukee and New York. It manages over 125 billion dollars in client assets.
How to get in at Northwestern Mutual
Applying early to Northwestern Mutual gives you a distinct advantage because recruiters review applications as they arrive. Intern Insider sends an instant alert the moment a role matching your target is published anywhere, so you apply among the first and get seen before the pile grows. Reaching out to the right person often yields better results than submitting an application into a general queue. Intern Insider surfaces the recruiters behind the company roles so you can reach out directly to ask about the role or a referral, which materially improves response rates.
