College Financial Representative, Internship Program

Northwestern Mutual • Fort Collins, CO

2d • Onsite

About The Position

The College Financial Representative internship at Northwestern Mutual provides guidance, connections, and a framework for building an integrated financial planning practice. Interns come from varied academic backgrounds and begin developing a practice with access to local and nationwide experts, financial products, planning resources, and support from a Fortune 500 company. The program aims to help students build confidence, develop a professional network, and help clients work toward financial freedom.

The internship mirrors the full-time Financial Representative career. Interns learn to develop a client base, create and execute a business strategy, meet with potential clients to understand their financial goals, prepare plans and recommendations, and use proprietary planning software. The program includes weekly coaching, training, and development meetings, as well as state licensing support. A flexible schedule can accommodate classes, and the internship may be pursued year-round. Students may also receive support for registrations and certifications such as Series 6, Series 63, or CFP, subject to eligibility where stated. Eligible students may have an opportunity to interview for a full-time Financial Representative or Advisor role after graduation.

College Financial Representatives are independent contractors for income tax purposes and statutory employees for FICA tax purposes. Earnings are production-based. An intern contract requires approval and a national criminal background check.

Requirements

• Be a full-time student.
• Have entrepreneurial ambitions and curiosity for sales.
• Have strong time-management skills.
• Show interest in financial literacy and planning tools.
• Demonstrate business savvy and a desire to increase critical-thinking abilities.

Nice To Haves

• Juniors and seniors are preferred.
• High involvement on campus, such as leadership, athletics, campus organizations, or student government.

Responsibilities

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

Benefits

• Performance-based earnings and revenue.
• Learning and Development Incentives of up to $1,000 per month, not including earned commissions.
• Productivity bonuses.
• Support for insurance licensing in life, health, disability income, and long-term care.
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
• Flexible schedule to work around classes and personal commitments.
• Access to leadership programs and local and national recognition events.
• Coaching, training, development, and collaboration with business experts.

What This Job Offers

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