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Financial Representative Internship Jobs in Colorado

Northwestern Mutual

  • Medical

  • Life

Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice ...

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Financial Representative Internship information

What is a financial representative internship?

A Financial Representative Internship is a program that allows students or recent graduates to gain hands-on experience in the financial services industry. Interns typically work with experienced financial representatives to learn about financial planning, client relations, and sales strategies. The internship provides exposure to products like insurance, investments, and retirement planning, as well as opportunities to develop communication and networking skills. It's an ideal way for individuals interested in finance to explore the career and build a foundation for future employment in the industry.

What are the typical responsibilities and learning opportunities in a financial representative internship?

As a Financial Representative Intern, you can expect to engage in a mix of client-facing activities and behind-the-scenes support. Typical responsibilities include assisting with client needs analysis, preparing financial plans, learning about insurance and investment products, and participating in client meetings alongside experienced advisors. You'll also receive training in prospecting, networking, and compliance, providing a comprehensive introduction to the financial services industry. This hands-on experience is designed to build your sales, communication, and analytical skills, which are essential for a successful career as a financial representative.

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

To thrive as a Financial Representative Intern, you need a basic understanding of finance, strong analytical skills, and typically a pursuit of a degree in finance, business, or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required. Excellent interpersonal communication, active listening, and a proactive attitude help interns build trust and rapport with clients and colleagues. These skills are essential for effectively supporting clients’ financial goals, learning industry best practices, and succeeding in a client-focused financial environment.

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

AspectFinancial Representative InternshipFinancial Advisor
CredentialsTypically pursuing or recent graduate, may require FINRA licensesRequires FINRA licenses (e.g., Series 7, 66), certifications often preferred
Work EnvironmentInternship setting, training-focused, often in financial firms or banksClient-facing, advisory role in financial planning firms or banks
Employer & IndustryFinancial services firms, banks, insurance companiesFinancial planning firms, banks, wealth management companies

The Financial Representative Internship is a training position designed for individuals starting their finance careers, often requiring some related credentials. In contrast, a Financial Advisor is a licensed professional providing personalized financial planning and investment advice. Internships serve as a stepping stone toward becoming a licensed Financial Advisor, who has more client responsibility and independence.

What does a financial representative internship do?

A financial representative internship involves supporting financial advisors or firms by assisting with client consultations, preparing financial plans, and analyzing investment options. Interns gain experience in financial products, customer service, and industry regulations, often using tools like CRM software and financial modeling. The role provides practical exposure to the financial services industry and may lead to full-time opportunities.

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

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

What are popular job titles related to Financial Representative Internship jobs in Colorado?

For Financial Representative Internship jobs in Colorado, the most frequently searched job titles are:

What job categories do people searching Financial Representative Internship jobs in Colorado look for?

The top searched job categories for Financial Representative Internship jobs in Colorado are:

What cities in Colorado are hiring for Financial Representative Internship jobs?

Cities in Colorado with the most Financial Representative Internship job openings:

Financial Representative Internship jobs near you

College Financial Representative, Internship Program

Northwestern Mutual

Denver, CO • On-site

Contractor, Internship

Medical, Life

Re-posted 11 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 75 frontline employees who took The Breakroom Quiz

165th of 309 rated insurance

Job description

Overview

College Financial Representatives in the internship program at Northwestern Mutual 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!

Responsibilities

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
  • Receive Risk Product State Licensing: Life, Accident, and Health
  • 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.

#LI-Onsite

Qualifications

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

Compensation & Benefits

  • 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)

About Us

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)

Pay RangeUSD $500.00 - USD $1,000.00 /Yr.Employment Type: INTERN

What Northwestern Mutual employees say

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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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