College Financial Representative, Internship Program

Northwestern Mutual • Williamsville, NY

1d • Onsite

About The Position

The College Financial Representative internship at Northwestern Mutual provides guidance, professional connections, and a framework for building an integrated financial planning practice. Interns come from varied academic backgrounds and begin developing a practice with support from local and national experts, financial products, planning resources, and the company. The role offers opportunities to build confidence and a professional network while helping clients pursue financial goals.

The internship mirrors the full-time Financial Representative career. Interns can work a flexible schedule around classes and may participate year-round. The program offers coaching, training, development meetings, exposure to planning software, and support for insurance licensing and eligible registrations or certifications, including Series 6, Series 63, and CFP®. Interns may also attend recognition events, access leadership programs, and collaborate with business experts. Eligible students may interview for a full-time Financial Representative or Advisor role upon graduation.

College Financial Representatives are independent contractors for income tax purposes and statutory employees for FICA tax purposes. Compensation is production-based, with learning and development incentives of up to $1,000 per month, not including earned commissions, and productivity bonuses. Approval to contract requires a national criminal background check.

Requirements

• Be a full-time student; juniors and seniors are preferred.
• Have entrepreneurial ambitions and curiosity about sales.
• Be highly involved on campus, such as through leadership, athletics, campus organizations, or student government.
• Have excellent time-management skills.
• Have an interest in financial literacy and planning tools.
• Have business savvy and a desire to strengthen critical-thinking abilities.

Nice To Haves

• Juniors and seniors are preferred.
• Eligible students may pursue support for SIE, Series 6, and Series 63 registrations.

Responsibilities

• Learn how to prospect and network to build a business and client base.
• Develop and execute a business strategy.
• Contact potential clients and schedule meetings to understand their financial goals.
• Prepare financial plans and provide recommendations.
• Gain exposure to proprietary financial planning software platforms.
• Participate in weekly coaching, training, and development meetings.
• Obtain Risk Product State Licensing for Life, Accident, and Health.
• Build life skills that create future career opportunities.

Benefits

• Flexible schedule to work around classes and personal life.
• Year-round participation option.
• Coaching, training, and development meetings.
• Support for insurance licensing, including life, health, disability income, and long-term care.
• Support for eligible SIE, Series 6, and Series 63 registrations.
• Learning and development incentives of up to $1,000 per month, not including earned commissions.
• Productivity bonuses.
• Access to leadership programs and local and national recognition events.
• Opportunity for eligible students to interview for a full-time Financial Representative or Advisor role upon graduation.

What This Job Offers

• Career Level: Intern
• Education Level: No Education Listed