About the role#
This internship provides a framework for building an integrated financial planning practice. You will work with local and nationwide experts to gain experience in the financial services industry. This program is designed to help you build professional confidence and a network while you help clients work toward their financial goals.
What you'll do#
- Prospect and network to build a client base.
- Develop and execute a business strategy.
- Call potential clients to set meetings and identify their financial goals.
- Prepare plans and offer recommendations.
- Use proprietary planning software platforms.
- Participate in weekly coaching and training meetings.
- Obtain Risk Product State Licensing for Life, Accident, and Health.
- Develop professional skills for future career opportunities.
What you'll need#
- Status as a full-time student, preferably a junior or senior.
- Interest in sales, financial literacy, and planning tools.
- Entrepreneurial ambition and business curiosity.
- Experience as a leader, athlete, or active member of campus organizations.
- Strong time-management and critical-thinking skills.
Location & details#
- Location: Fort Worth, Texas.
- Work Modality: On-site.
- Term: Rolling.
- Compensation: This is a paid position featuring 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.
