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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 9, 2026, the average hourly pay for financial representative intern in the United States is $19.86, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $22.36 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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Financial Representative Intern jobs near you
Infographic showing various Financial Representative Intern job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $41,299 per year, or $19.9 per hour.

Financial Representative Entry Level

Macomb, IL • On-site

Northwestern Mutual
Finance and Insurance • 5 - 10K employees
Learn more about Northwestern Mutualexternal

$60 - $80/hr

Other

Medical, Dental, Vision, Retirement

Posted 4 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

172nd of 315 rated insurance

Job description

Benefits:
  • 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.
Chris Piette – Growth Development Director
  • 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.
Nick Hun – Growth Development Director
  • 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.
Sara Skaff – Financial Representative
  • 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.
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: 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).
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. Casey Hlubek is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

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What Northwestern Mutual employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Northwestern Mutual logo

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

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