About the role#
This internship program allows you to build a financial planning practice from the ground up. You will receive guidance and access to financial products while working within a professional framework. This role is designed to help you develop your network and gain experience in the financial services industry.
What you'll do#
- Prospect and network to build your own client base.
- Develop and execute a business strategy.
- Call potential clients to set meetings and identify their financial goals.
- Prepare financial plans and offer recommendations.
- Use proprietary planning software platforms.
- Attend weekly coaching, training, and development meetings.
- Obtain Risk Product State Licensing for Life, Accident, and Health.
- Build skills for your future career.
What you'll need#
- Current enrollment as a full-time student, with a preference for juniors and seniors.
- Interest in sales and entrepreneurial work.
- Experience with campus involvement, such as athletics, student government, or other organizations.
- Strong time-management skills.
- Curiosity about financial literacy and planning tools.
- Business savvy and a desire to improve your critical thinking.
Location & details#
- Location: Bend, Oregon.
- Work modality: On-site.
- This is a paid internship.
- The program term is rolling.
- This position does not offer sponsorship.
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.
