Financial Planning Intern
Northwestern Mutual
North Miami, FL US
Posted ago
Northwestern Mutual

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
  • Bachelor’s degree in business administration, finance, or related field is required
  • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
  • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
  • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
  • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
Compensation
$10 - $100 hourly
About Northwestern Mutual

Our team partners with Northwestern Mutual to impact families through financial planning and services. Our vision is to attract high integrity professionals to positively impact this mission and culture. We help build a vision in the unknown, build relationships, and guide candidates through our mutual selection process. Let's set up a meeting to see if it's a good fit!

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