College Financial Representative, Internship Program

Northwestern Mutual • Menlo Park, CA

3d • Onsite

About The Position

Northwestern Mutual’s College Financial Representative internship provides guidance, connections, and a framework for building a financial planning practice. Interns learn to develop a business and client base while working with local and nationwide experts, financial products, planning resources, and support from a Fortune 500 company. The program is designed to mirror the full-time Financial Representative career and offers opportunities to build confidence, professional connections, and financial planning skills.

The internship offers a flexible schedule that can accommodate classes and may be undertaken year-round. Interns can receive support for registrations and certifications, including Series 6, Series 63, and CFP® opportunities where applicable. Eligible students may have the opportunity to interview for a full-time Financial Representative or Advisor position after graduation.

College Financial Representatives are independent contractors for income tax purposes and statutory employees for FICA tax purposes. Earnings are production-based. Approval to contract requires a national criminal background check; an offer of approval may be withdrawn if the results do not permit the candidate to work for Northwestern Mutual.

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 interview for a full-time Financial Representative or Advisor role upon graduation.

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 provide 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

• Flexible schedule to work around classes and other commitments.
• 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, including life, health, disability income (DI), and long-term care (LTC).
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
• Weekly coaching, training, and development meetings.
• Access to leadership programs and local and national recognition events.
• Opportunity to collaborate with business experts and access resources for personal and professional growth.

What This Job Offers

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