With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and ...
Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and ...
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
CFP) Visa Sponsorship Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT ...
CFP) Visa Sponsorship Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT ...
Regional VP - Non-Qualified Plans (SE)
Raleigh, NC · On-site
$90K/yr
CLU, CFP, or ChFC designations preferred * Excellent knowledge of COLI, variable life insurance, annuities, and mutual funds required * Need strong working knowledge of non-qualified planning ...
Regional VP - Non-Qualified Plans (SE)
Raleigh, NC · On-site
$90K/yr
CLU, CFP, or ChFC designations preferred * Excellent knowledge of COLI, variable life insurance, annuities, and mutual funds required * Need strong working knowledge of non-qualified planning ...
Regional VP - Non-Qualified Plans (SE)
Raleigh, NC · Remote
$90K/yr
CLU, CFP, or ChFC designations preferred * Excellent knowledge of COLI, variable life insurance, annuities, and mutual funds required * Need strong working knowledge of non-qualified planning ...
Regional VP - Non-Qualified Plans (SE)
Raleigh, NC · Remote
$90K/yr
CLU, CFP, or ChFC designations preferred * Excellent knowledge of COLI, variable life insurance, annuities, and mutual funds required * Need strong working knowledge of non-qualified planning ...
Willingness to pursue additional credentials such as the Certified Financial Planner Designation (CFP) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:
Willingness to pursue additional credentials such as the Certified Financial Planner Designation (CFP) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:
Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A ...
Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A ...
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Possess excellent communication skills, both written ...
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Possess excellent communication skills, both written ...
Financial Planning Officer
Raleigh, NC · On-site
Willingness to pursue additional credentials such as the Certified Financial Planner Designation (CFP) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:
Financial Planning Officer
Raleigh, NC · On-site
Willingness to pursue additional credentials such as the Certified Financial Planner Designation (CFP) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:
Cfp information
See Raleigh, NC salary details
$59.3K - $66.4K
4% of jobs
$66.4K - $73.4K
5% of jobs
$73.4K - $80.5K
11% of jobs
$84.2K is the 25th percentile. Wages below this are outliers.
$80.5K - $87.6K
9% of jobs
$87.6K - $94.6K
14% of jobs
The median wage is $97.9K / yr.
$94.6K - $101.7K
15% of jobs
$107.8K is the 75th percentile. Wages above this are outliers.
$101.7K - $108.8K
20% of jobs
$108.8K - $115.9K
12% of jobs
$115.9K - $122.9K
4% of jobs
$122.9K - $130K
2% of jobs
$130K - $137.1K
4% of jobs
$59.3K
$99.1K
$137.1K
How much do cfp jobs pay per year?
What Is the Job of a CFP Professional?
A certified financial planner (CFP) works with clients to help manage personal finances and realize short and long term financial goals. As a CFP, you often work with individuals, but you may also advise companies and small businesses. Your duties include offering advice about savings and investments, helping clients budget for major expenses such as a college education or home purchase, and providing strategies to improve the management of their assets and cash flow. In addition to investing and budgeting advice, you also sell financial products such as insurance and investments.
How do Certified Financial Planners (CFPs) typically build long-term client relationships and trust?
What are CFPs?
What are the key skills and qualifications needed to thrive as a Certified Financial Planner (CFP), and why are they important?
Other
Medical, Life
Posted 10 days ago
Northwestern Mutual rating
8.0
Based on 71 frontline employees who took The Breakroom Quiz
145th of 260 rated insurance
Job description
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
ResponsibilitiesOur internship program mimics our full-time Financial Representative career, allowing you to:
- Learn how to prospect and network to build your business and client base
- Develop and execute on a business strategy
- Call on potential clients and set meetings to understand their financial goals
- Prepare plans and offer useful recommendations
- Gain exposure to proprietary planning software platforms
- Engage in weekly coaching, training, and development meetings
- Receive Risk Product State Licensing: Life, Accident, and Health
- Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
QualificationsAre you a fit for this internship?
- Full-time student; juniors and seniors preferred
- Entrepreneurial ambitions and curiosity for sales
- Highly involved on campus (leader, athlete, campus orgs, student government, etc)
- Excellent time-management skills
- Interest in financial literacy and planning tools
- Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
- Performance-based earnings and revenue
- Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
- Productivity Bonuses
- Support for insurance licensing (life, health, DI, LTC)
- Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
- Fortune 500 company (2023)
- Top 100 Internship Programs, Yello x WayUp (2022)
- 5.0+ million clients and growing2
- $257 billion retail investment client assets held or managed by Northwestern Mutual3
- Forbes' Best Employers for Diversity (2018-2021)
- Unsurpassed financial strength4
- Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2 As of June 30, 2023
3 Combined client assets of NMIS and NMWMC as of June 30, 2023
4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Pay RangeUSD $500.00 - USD $3,000.00 /Yr.Employment Type: INTERNWhat Northwestern Mutual employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Northwestern Mutual
Sourced by ZipRecruiter
Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.
Industry
Finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
Milwaukee, WI, US