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Financial Representative Intern Jobs in Missouri

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Financial Representative Intern information

What is a financial representative intern?

A Financial Representative Intern is a student or recent graduate who works with a financial services company to gain hands-on experience in the financial industry. They assist full-time financial representatives in tasks such as client meetings, creating financial plans, and learning about products like insurance and investments. The internship is designed to provide practical training, professional development, and an understanding of the day-to-day responsibilities of a financial representative. Interns may also network with professionals and learn about compliance and industry regulations. This role is an entry point for those interested in pursuing a career in financial advising or related fields.

What are the key skills and qualifications needed to thrive as a financial representative intern?

To thrive as a Financial Representative Intern, a strong grasp of financial concepts, analytical skills, and coursework in finance, business, or economics are typically required. Familiarity with financial planning software, CRM systems, and basic proficiency in Microsoft Excel is important for daily tasks. Exceptional communication, active listening, and relationship-building skills help interns connect with clients and work effectively within a team. These skills and qualities are essential to developing trust with clients, supporting financial advisors, and building a successful foundation in the financial services industry.

What types of training and mentorship can financial representative interns expect during their internship?

Financial Representative Interns typically receive comprehensive training that combines classroom instruction with hands-on experience. Interns often work closely with experienced mentors who provide guidance on prospecting clients, understanding financial products, and building strong client relationships. The work environment encourages collaboration through team meetings, shadowing opportunities, and regular feedback sessions, which help interns develop both technical and interpersonal skills. This supportive structure is designed to help interns grow into full-time roles and prepare for advancement in the financial services industry.

What is the difference between Financial Representative Intern vs Financial Advisor?

AspectFinancial Representative InternFinancial Advisor
CredentialsTypically pursuing or holding relevant licenses (e.g., Series 6/7), internships often require ongoing educationRequires licenses (Series 7, 66) and certifications (e.g., CFP) for independent practice
Work EnvironmentInternship setting within financial firms, learning on the job, supervisedClient-facing roles, providing financial planning and investment advice
Employer & Industry UsageUsed by financial firms for training and developmentUsed by firms and independent practitioners for client management

The main difference is that a Financial Representative Intern is a training position focused on gaining experience and learning industry skills, often with limited client responsibility. A Financial Advisor is a licensed professional who provides comprehensive financial planning and advice to clients, often with more independence and responsibility.

What does a financial representative intern do?

A financial representative intern assists with client service, gathers financial information, and supports the development of financial plans under the supervision of experienced professionals. They often gain exposure to financial products, industry regulations, and may work with tools like CRM software during their internship. The role provides practical experience in financial advising and planning processes.

What are the most commonly searched types of Financial Representative jobs in Missouri?

The most popular types of Financial Representative jobs in Missouri are:

What are popular job titles related to Financial Representative Intern jobs in Missouri?

For Financial Representative Intern jobs in Missouri, the most frequently searched job titles are:

What job categories do people searching Financial Representative Intern jobs in Missouri look for?

The top searched job categories for Financial Representative Intern jobs in Missouri are:

What cities in Missouri are hiring for Financial Representative Intern jobs?

Cities in Missouri with the most Financial Representative Intern job openings:

Financial Representative Intern jobs near you
Infographic showing various Financial Representative Intern job openings in Missouri as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Financial Representative Entry Level

KMO - Northwestern Mutual

Kansas City, MO • On-site

Full-time

Medical, Dental, Vision

Re-posted 16 days ago

Job description

Benefits:
  • Bonus based on performance
  • Company car
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

At KMO – Northwestern Mutual, we believe in building better lives by guiding leaders and families to embrace the present while shaping a more confident future. Our culture is rooted in meaningful relationships, purpose-driven work, and a strong commitment to the communities we serve. We take pride in giving back through hands-on involvement and supporting causes that matter, including upcoming events and initiatives benefiting Alex’s Lemonade Stand. Together, we create impact not only through financial guidance, but through the way we show up for our clients, our team, and our community.
Our thriving offices are located at:
  • 5251 W. 116th Place Suite 300 Leawood, KS 66211
  • 2345 Grand Blvd Kansas City, MO 64108
  • 8621 E 21st Street Suite 150 Wichita, KS 67206
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 Our Local Team:
Lesle Griessel, CLU®, ChFC®, Managing Partner:
  • Time with NM: Since 2002
  • Previous experience: Started as a college intern and advanced through multiple leadership roles, including Associate Managing Partner (appointed in 2019 as one of the first in the company and first female), and appointed Managing Partner in September 2025.
  • Passionate about: Spending time with her husband and two daughters, marathon training, yoga, cheering on her daughters in sports, and enjoying the outdoors with her family.
Joey Scott, RICP®, Financial Advisor & District Director:
  • Time with NM: Since 2016
  • Previous experience: Began as a college intern while attending Northwest Missouri State University and transitioned into a full-time financial advisor in 2018, building his career in Northwestern Mutual’s Kansas City office and advancing into leadership through growth and development roles.
  • Passionate about: Growing his practice alongside his team, building long-term client relationships, spending time with friends and family, staying active through sports and exercise, cheering on Kansas City teams, and relaxing near the water.
Anthony Gurera, Financial Advisor & Growth and Development Director:
  • Time with NM: Since 2018
  • Previous experience: Began as a Northwestern Mutual intern and transitioned into a full-time advisor upon graduating from Rockhurst University with a double major in Finance and Economics. Founder and leader of Priority Wealth Partners, with responsibility for client strategy, team operations, and practice management, while also supporting advisor recruiting and development across Northwestern Mutual Kansas and West Missouri.
  • Passionate about: Developing future leaders, building strong client relationships, serving the Kansas City community, mentoring emerging advisors, and creating long-term impact through thoughtful, holistic financial planning.
Cannon Kern, Financial Advisor:
  • Time with NM: 2 years
  • Previous experience: Engineer and project manager prior to joining Northwestern Mutual.
  • Passionate about: Spending time with family and enjoying life with his new baby girl.
About the Financial Representative Role:
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.
Qualifications:
  • Education: Bachelor's Degree is strongly preferred or military equivalent.
  • 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).
Benefits:
  • 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. Lesle Griessel is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.