About the role#
College Financial Representatives build an integrated financial planning practice. You will work with local and nationwide experts while using proprietary planning software. This program offers a flexible schedule that works around your classes. You may continue the internship year-round to grow your practice and pursue certifications like the Series 6, Series 63, or CFP.
What you'll do#
- Prospect and network to build your client base.
- Create and execute a business strategy.
- Call potential clients to set meetings and discuss financial goals.
- Prepare plans and offer recommendations.
- Participate in weekly coaching and training meetings.
- Obtain Risk Product State Licensing for Life, Accident, and Health.
- Build professional life skills.
What you'll need#
- Current enrollment as a full-time student, preferably as a junior or senior.
- Majors in Business Administration, Finance, Economics, or Marketing.
- Entrepreneurial ambition and curiosity for sales.
- Involvement in campus activities such as student government, athletics, or organizations.
- Strong time-management and critical thinking skills.
- An interest in financial literacy and planning tools.
Location & details#
- This role is based in Wauwatosa, Wisconsin.
- The position is on-site.
- This is a paid, full-time internship with a rolling term.
- Compensation includes performance-based earnings, productivity bonuses, and learning incentives.
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.
