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Financial Representative Intern Jobs in Springfield, MA

RTX

Global Supply Chain Intern (Summer 2027)

East Hartford, CT · On-site

$17.75 - $24/hr

Experience in supply chain, finance, or procurement * Experience with Microsoft office tools * Must ... The salary range provided is a good faith estimate representative of all experience levels. RTX ...

RTX

Global Supply Chain Intern (Summer 2027)

East Hartford, CT · On-site

$17.75 - $24/hr

Experience in supply chain, finance, or procurement * Experience with Microsoft office tools * Must ... The salary range provided is a good faith estimate representative of all experience levels. RTX ...

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Financial Representative Intern information

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How much do financial representative intern jobs pay per hour?

As of Sep 8, 2026, the average hourly pay for financial representative intern in Springfield, MA is $19.79, according to ZipRecruiter salary data. Most workers in this role earn between $17.02 and $22.26 per hour, depending on experience, location, and employer.

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.

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

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The top searched job categories for Financial Representative Intern jobs in Springfield, MA are:

What cities near Springfield, MA are hiring for Financial Representative Intern jobs?

Cities near Springfield, MA with the most Financial Representative Intern job openings:

Financial Representative Intern jobs near you
Infographic showing various Financial Representative Intern job openings in Springfield, MA as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $41,154 per year, or $19.8 per hour.

Insurance Agent with Training

Northwestern Mutual - Greater Springfield

Springfield, MA

Full-time

Re-posted 18 days ago

Job description

At Northwestern Mutual - Greater Springfield, we take pride in fostering a culture of recognition, collaboration, and purpose-driven growth. Our team is committed to building strong financial foundations for our clients while creating meaningful career paths for professionals transitioning into the financial representative role. We value a mission-centered approach focused on integrity, service, and long-term impact, and our culture reflects a shared dedication to both professional excellence and personal development. Beyond the office, we are deeply engaged in our community, proudly supporting organizations such as Junior Achievement of Western Massachusetts and Habitat for Humanity of Western Massachusetts through volunteer efforts and charitable initiatives that make a lasting difference.

Our office is located at: One Monarch Place, Suite 2100, Springfield, MA 01144

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” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Our Team:

Corey Caron – Managing Director:

  • Time with NM: Since 2001.
  • Prior Experience: Corey joined Northwestern Mutual in 2001 as a College Intern while attending Western New England University. After graduating, he transitioned into a full-time Financial Advisor role and has gained experience across multiple areas of the business, including Investment Compliance. Today, as Managing Director, he focuses on recruiting, developing, and mentoring new Financial Advisors in the Downtown Springfield and Downtown Hartford offices.
  • Passionate About: Corey is dedicated to developing the next generation of financial professionals and fostering a strong, growth-oriented culture within his offices. He resides in Suffield, CT with his wife, Erin, and their three children.

Kim Cavalieri – Financial Advisor:

  • Time with NM: Since 2008.
  • Prior Experience: Kimberly began her career with Northwestern Mutual in the fall of 2008 and quickly built a thriving financial practice. She has been consistently recognized as a top producer and leading Financial Advisor while maintaining the highest ethical standards. She is a 4 Under 40 recipient through NAIFA, has been a member of Million Dollar Round Table (MDRT) for over a decade, and was named Female Advisor of the Year by her network office in 2020.
  • Passionate About: As a native of New England, Kimberly started her career in Western Massachusetts and then settled back home in Connecticut, in 2013. Outside of work, she enjoys working out, photography, reading, and most importantly, spending time with her family. She and her partner have two dogs (Harley and Oliver) and a cat (Jack).

Danielle DeLorge, Growth & Development Director & Financial Advisor:

  • Time with NM: Since 2016
  • Previous experience: Began her career with Northwestern Mutual as a college intern in June 2016 before transitioning into a full-time role and becoming an integral member of the leadership team. 
  • Passionate about: Building long-lasting client relationships rooted in empathy and integrity, spending time with her husband and their two golden retrievers, enjoying outdoor activities, family gatherings, and maintaining a healthy balance between professional success and meaningful personal connections.

About the Role: As an Insurance Agent 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: A bachelor's degree.
  • 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.
  • Retirement Benefits: Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future.
  • 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. Corey Caron is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries.

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