About the role#
The College Financial Representative internship provides a framework for building an integrated financial planning practice. You will work with local and national experts, use proprietary planning software, and build a professional network while helping clients work toward their financial goals. This is a paid, on-site role based in Wauwatosa, Wisconsin, with a rolling term structure.
What you'll do#
- Prospect and network to build your business and client base.
- Develop and execute a personal business strategy.
- Call potential clients to set meetings and understand their financial objectives.
- Prepare financial plans and offer recommendations.
- Participate in weekly coaching, training, and development meetings.
- Obtain Risk Product State Licensing for Life, Accident, and Health.
- Gain experience in financial planning and develop professional life skills.
What you'll need#
- Current enrollment as a full-time student, preferably as a junior or senior.
- An interest in financial literacy and planning tools.
- Entrepreneurial ambition and curiosity regarding sales.
- Strong time-management skills and business savvy.
- Active involvement on campus, such as participation in student government, athletics, or leadership roles.
- A desire to improve critical thinking abilities.
Location & details#
- Location: Wauwatosa, Wisconsin.
- Work Modality: On-site.
- Compensation includes performance-based earnings, productivity bonuses, and learning and development incentives.
- The program provides support for insurance licensing and professional registrations.
About Northwestern Mutual
Northwestern Mutual is a financial services company founded in 1857. It provides insurance, annuities, and wealth management services to over 4.5 million clients. The firm operates with offices in Milwaukee and New York. It manages over 125 billion dollars in client assets.
How to get in at Northwestern Mutual
Applying early to Northwestern Mutual gives you a distinct advantage because recruiters review applications as they arrive. Intern Insider sends an instant alert the moment a role matching your target is published anywhere, so you apply among the first and get seen before the pile grows. Reaching out to the right person often yields better results than submitting an application into a general queue. Intern Insider surfaces the recruiters behind the company roles so you can reach out directly to ask about the role or a referral, which materially improves response rates.
