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 ...
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 ...
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 ...
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 ...
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 ...
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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 ...
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
Overview College Financial Representatives in the internship program at Northwestern Mutual are ... INTERN
College Financial Representative Intern information
What are the key skills and qualifications needed to thrive as a College Financial Representative Intern, and why are they important?
To thrive as a College Financial Representative Intern, you need a solid grasp of financial concepts, strong analytical abilities, and enrollment in a related degree program such as finance, business, or economics. Familiarity with financial planning software, CRM platforms, and Microsoft Office Suite is often expected, and relevant certifications like FINRA SIE can be advantageous. Excellent communication skills, professionalism, and a strong work ethic help interns build trust with clients and collaborate effectively with team members. These skills are vital for accurately assessing clients' needs, providing sound financial guidance, and developing a foundation for a successful career in financial services.
What is the difference between College Financial Representative Intern vs College Financial Advisor?
| Aspect | College Financial Representative Intern | College Financial Advisor |
|---|---|---|
| Credentials | Typically pursuing or have completed relevant coursework; no certification required | Often holds certifications like CFP or Series 7 |
| Work Environment | Internship setting, often part-time, in financial services firms or banks | Full-time, client-facing role in financial planning firms or banks |
| Employer & Industry | Financial services companies, banks, or investment firms | Financial planning firms, banks, or wealth management companies |
| Search & Comparison Intent | Understanding entry-level internship roles in finance | Seeking professional financial planning careers |
The College Financial Representative Intern role is an entry-level internship focused on gaining experience in financial services, often without requiring certifications. In contrast, a College Financial Advisor is a full-time professional providing personalized financial advice, often holding industry certifications. The internship offers a stepping stone into the industry, while the advisor role involves direct client interaction and advanced credentials.
What types of projects and responsibilities can a College Financial Representative Intern expect during their internship?
As a College Financial Representative Intern, you can expect to engage in a variety of hands-on projects, such as assisting with client financial plans, conducting market research, and supporting senior representatives in preparing presentations. Interns often participate in client meetings, shadow experienced advisors, and complete training modules on financial products and compliance. The role typically involves both independent work and collaboration with a team, providing valuable exposure to real-world finance operations and client relationship management. This experience is designed to build foundational skills for a future career in financial services.
What does a College Financial Representative Intern do?
A College Financial Representative Intern typically works with a financial services firm to learn about the financial planning industry while still in school. Their responsibilities often include meeting with clients under supervision, learning about insurance and investment products, and assisting with client account management and prospecting new clients. Interns receive comprehensive training and are mentored by experienced financial professionals. This role helps students develop valuable skills in sales, communication, and financial analysis, preparing them for a potential full-time career in financial services after graduation.
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College Financial Representative Internship
Northwestern Mutual - Greater ChicagoSkokie, IL • On-site
Other
Medical, Life
Posted 27 days ago
Job description
College Financial Representatives in the internship program at Northwestern Mutual- Skokie, IL, West Loop, IL, Elgin, IL, Aurora, IL, Vernon Hills, IL, Lombard, IL 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!
Our 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
- Get licensed with your Life, Accident, and Health insurance license
- 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.
Are 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
- 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)
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)