Financial Planning Intern
Northwestern Mutual - Louisiana & Mississippi
New Orleans, LA US
Posted ago
Northwestern Mutual - Louisiana & Mississippi

One out of three former interns becomes a full-time financial representative following graduation. Our internship will give you a solid foundation of business-building skills and knowledge for immediate and future career success. The confidence you develop, coupled with the insight you have gained as a financial representative intern, can put you on the path toward a profitable and fulfilling future.

Responsibilities

  • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
  • Create customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
  • The chance to develop networking and business relationship skills with the help of a mentor
  • Flexible work schedule that enables students to manage their own calendar
  • State licenses for life, health and accident insurance and the opportunity to take securities licenses
  • Compensation that rewards you based on the results you produce through the effort you apply
  • An opportunity to try out or get a head start on a full time career as a financial representative

Qualifications

  • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
  • Create customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
  • The chance to develop networking and business relationship skills with the help of a mentor
  • Flexible work schedule that enables students to manage their own calendar
  • State licenses for life, health and accident insurance and the opportunity to take securities licenses
  • Compensation that rewards you based on the results you produce through the effort you apply

An opportunity to try out or get a head start on a full time career as a financial representative

Compensation
$10,000 - $30,000 yearly
About Northwestern Mutual - Louisiana & Mississippi

Northwestern Mutual of Louisiana and Mississippi

·        Best Life Insurance Company ranked by NerdWallet, April 2019

·        Highest financial strength ratings of any life insurer from all four major rating agencies

·        Top 5 U.S. Independent Investment Broker-Dealer

2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

A.M. Best Company, A++ (highest), 04/20; Fitch Ratings, AAA (highest), 08/20; Moody's Investors Service, Aaa (highest), 07/20; S&P Global Ratings, AA+ (second highest), 06/20. Ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

Measured by 2019 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor Magazine and Investment News, May 2020. 

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