Financial Advisor Training Program

Northwestern Mutual - Cedar Rapids•Cedar Rapids, IA
•$60,000 - $80,000•Onsite

About The Position

The Northwestern Mutual College Financial Advisor internship provides hands-on experience in building a financial planning practice with support from a Fortune 500 company. Interns receive guidance, connections, and tools to develop their skills, learn from industry experts, and observe how financial strategies and solutions are introduced to clients. The program includes experience in prospecting, networking, and business strategy; training in proprietary planning software and insurance licensing; weekly coaching and professional development; and access to leadership programs and recognition events. Students may also pursue certifications such as Series 6, Series 63, and CFP®. Licensing is not required to begin the internship, and optional licensing education is available to students who qualify and are interested. The program is intended to prepare interns for future opportunities, including a full-time Financial Representative or Advisor role after graduation, while supporting personal and professional growth. The position is onsite in Cedar Rapids, Iowa.

Requirements

  • Be an actively enrolled, full-time student, from freshman through senior year, or in the final year of a Master’s program; all majors are welcome.
  • Be able to work onsite in Cedar Rapids, Iowa; sponsorship is not provided.
  • Demonstrate ambition and curiosity about business development.
  • Have strong campus involvement, such as leadership, athletics, campus organizations, or student government.
  • Have excellent time-management skills.
  • Have strong communication, interpersonal, and client relationship-building skills.
  • Demonstrate business savvy and a desire to strengthen critical-thinking abilities.
  • Be coachable, responsive to accountability, goal-oriented, and self-motivated.
  • Have an interest in financial services, financial motivation, a strong work ethic, and a desire to make an impact.
  • Be motivated, competitive, and willing to overcome obstacles and adversity.

Nice To Haves

  • Interest in optional licensing education, for students who qualify.
  • Interest in pursuing Series 6, Series 63, or CFP® certifications.

Responsibilities

  • Build experience in financial planning practice development.
  • Engage in prospecting, networking, and business strategy activities.
  • Learn how financial strategies and solutions are introduced to clients.
  • Participate in weekly coaching and professional development.
  • Use proprietary planning software and engage in training related to Life, Accident, and Health insurance licensing.
  • Participate in available leadership programs and recognition events.
  • Potentially mentor and guide new intern classes, as illustrated by the intern spotlight.

Benefits

  • Retirement
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
  • Strong earnings potential
  • Learning and development financial incentives
  • Productivity bonuses
  • Weekly coaching and professional development
  • Access to leadership programs and recognition events
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