College Financial Representative, Internship Program

Northwestern Mutual • Fort Worth, TX

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 the work of a full-time Financial Representative while developing a professional network, gaining exposure to financial planning products and resources, and helping clients pursue their financial goals. The program may be year-round and offers a flexible schedule to accommodate classes. Students may receive support for registrations and certifications, participate in leadership and recognition opportunities, and, if eligible and interested, interview for a full-time Financial Representative or Advisor role upon graduation. College Financial Representatives are independent contractors for income tax purposes and are statutory employees for FICA tax purposes.

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.
• Demonstrate business savvy and a desire to increase critical-thinking abilities.

Nice To Haves

• Juniors and seniors are preferred.
• Eligibility for support for SIE, Series 6, and Series 63 registrations is required to receive that support.
• 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 offer recommendations.
• Gain exposure to proprietary financial planning software platforms.
• Participate in weekly coaching, training, and development meetings.
• Build life skills that support future career opportunities.

Benefits

• Flexible schedule to work around classes and personal life.
• Learning and Development Incentives of up to $1,000 per month, not inclusive of earned commissions.
• Productivity bonuses.
• Support for insurance licensing, including life, health, disability income, and long-term care.
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
• Support for registrations and certifications such as Series 6, Series 63, or CFP®.
• Weekly coaching, training, and development meetings.
• Access to leadership programs and local and national recognition events.
• Access to business experts and resources for personal and professional growth.

What This Job Offers

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