Prior to? Top 10 intern who converted to full-time after graduation. * Passionate about? Loves running, cooking, and anything outdoors. About the Financial Representative Role: As a Financial ...
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Prior to? Top 10 intern who converted to full-time after graduation. * Passionate about? Loves running, cooking, and anything outdoors. About the Financial Representative Role: As a Financial ...
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 ...
Quick apply
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 ...
Joined Northwestern Mutual as a college intern in 1997 and became Managing Partner of Northwestern ... He became a full-time Financial Representative in 2002 and transitioned into leadership roles ...
Quick apply
Joined Northwestern Mutual as a college intern in 1997 and became Managing Partner of Northwestern ... He became a full-time Financial Representative in 2002 and transitioned into leadership roles ...
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
Financial Rep Intern information
What is a financial rep intern?
A Financial Rep Intern is a student or recent graduate who works with a financial services firm to gain hands-on experience in financial advising, client relations, and sales. This internship typically involves learning about financial products, assisting with client meetings, and supporting licensed representatives in their daily tasks. The goal is to provide real-world exposure to the financial industry and help interns develop essential skills for a future career as a financial advisor or representative.
What does a financial rep intern do?
As a Financial Rep Intern, you can expect to participate in a variety of tasks such as assisting with client meetings, conducting research on financial products, preparing presentations, and supporting experienced representatives with client portfolio management. Interns often get hands-on experience with prospecting new clients and learning about compliance and regulatory requirements. The role typically involves a mix of administrative support and direct client engagement, offering valuable exposure to the daily operations of a financial services team.
What are the key skills and qualifications needed to thrive as a financial rep intern?
To thrive as a Financial Rep Intern, you need a foundational understanding of finance and business concepts, typically supported by coursework in finance, economics, or related fields. Familiarity with CRM software, financial planning tools, and proficiency in Microsoft Office are commonly required, while some firms may value progress toward industry certifications like the Series 7 or 63. Strong interpersonal skills, initiative, and effective communication help interns build trust and rapport with clients and colleagues. These skills and qualifications are crucial for delivering excellent client service, supporting financial advisors, and developing a successful career in the financial services industry.
What are popular job titles related to Financial Rep Intern jobs in Illinois?
For Financial Rep Intern jobs in Illinois, the most frequently searched job titles are:
What job categories do people searching Financial Rep Intern jobs in Illinois look for?
The top searched job categories for Financial Rep Intern jobs in Illinois are:
Entry Level Financial Representative
Quincy, IL • On-site
Hlubek District - Northwestern Mutual
Full-time
Medical, Dental, Vision, Retirement
Posted 11 days ago
Job description
Benefits:
At Hlubek District – Northwestern Mutual, our mission is clear: “To help people discover and achieve what’s possible.” We are driven by the core values of Courage, Passion, and Growth, which guide everything we do. Our culture is built on strong relationships, both inside and outside the office, fostering an environment where we support and challenge each other. We’re more than just colleagues—we often vacation together, enjoy monthly office outings, and spend time together outside of work, creating a tight-knit and supportive team. As a part of our commitment to giving back, we invest heavily in our local community, particularly through the schools. We engage with students by hosting class talks at local colleges and support important causes like Alex’s Lemonade Stand and other local foundations. Joining Hlubek District means not just a career, but a chance to be part of a team that values both personal and professional growth, while making a positive impact on the community.
Our thriving office is located: 936 Broadway St Suite E, Quincy, IL 62301
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Casey Hlubek – Managing Director
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Casey Hlubek is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
At Hlubek District – Northwestern Mutual, our mission is clear: “To help people discover and achieve what’s possible.” We are driven by the core values of Courage, Passion, and Growth, which guide everything we do. Our culture is built on strong relationships, both inside and outside the office, fostering an environment where we support and challenge each other. We’re more than just colleagues—we often vacation together, enjoy monthly office outings, and spend time together outside of work, creating a tight-knit and supportive team. As a part of our commitment to giving back, we invest heavily in our local community, particularly through the schools. We engage with students by hosting class talks at local colleges and support important causes like Alex’s Lemonade Stand and other local foundations. Joining Hlubek District means not just a career, but a chance to be part of a team that values both personal and professional growth, while making a positive impact on the community.
Our thriving office is located: 936 Broadway St Suite E, Quincy, IL 62301
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Casey Hlubek – Managing Director
- How long with NM? 18 years
- Prior to? Assistant General Manager at a restaurant.
- Passionate about? Enjoys traveling with his family, watching his kids play sports, playing basketball, and cooking.
- How long with NM? 9 years
Prior to? Logistics coordinator for a trucking company. - Passionate about? Enjoys spending time outdoors, hanging out with his family, and is an Eagle Scout.
- How long with NM? 4 years
- Prior to? Top 10 intern with Northwestern Mutual, converted full-time upon graduation.
- Passionate about? Has a past military background, enjoys hunting, watching sports, and spending time with family.
- How long with NM? 1 year
- Prior to? Top 10 intern who converted to full-time after graduation.
- Passionate about? Loves running, cooking, and anything outdoors.
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
- Education: A bachelor's degree is preferred.
- Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
- Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
- Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
- Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
- Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Casey Hlubek is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.