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Financial Planning Internship
- Access Dubuque (Dubuque, IA)
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Financial Planning Internship
Northwestern Mutual
3 Positions
ID: 67167
Posted On 05/01/2025
Job Overview
College Financial Representative, Internship Program
College Financial Representatives in the internship program at Northwestern Mutual Eastern Iowa 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, have the unique opportunity to build a financial planning practice while engaging local and nationwide experts, selling exclusive financial products, and having 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!
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
+ Get licensed with your Life, Accident, and Health insurance license
+ 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.
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 contractors 1 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 (June 2024)
+ Top 100 Internship Programs, Yello x WayUp (2024)
+ 5.1+ million clients and growing 2
+ Unsurpassed financial strength with total company assets of $366 billion 3
+ Forbes' Best Employers for Diversity (2023)
+ Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023)
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 December 31, 2023
3 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: 08/24 (Aaa, Moody’s Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024.
Primary Contact
1679669704312
Kinsey Meyer
,
Phone
Phone
Phone
Fax
Email
False
False
False
Job Details
Categories
Advertising/Marketing/Public Relations
Agricultural
Banking/Mortgage/Financial Services
Real Estate
Sales/Service
Location
Dubuque, IA
Job Type
Employee
Full/Part
Full and Part Time
Qualifications
Education
Some College
Company ID
30708
Job REQ #
\# Positions
3
Start Date
20250501
End Date
20250630
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Northwestern Mutual
About the Company
_Many people in search of a new career want the freedom that comes with being entrepreneurs but don’t know how to attain it. At Northwestern Mutual, you have an opportunity to build a career and business with a proven model. If you commit to it, you can get what you want out of life personally and professionally._
About Us
For over 160 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 are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!
Why join Northwestern Mutual:
+ Fortune 100 company (2021)
+ Forbes' Best Employers for Diversity (2018-2020)
+ Top 10 US Independent Broker-Dealers1
+ \#1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness
+ Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
+ $224 billion3 (retail investment client assets held or managed)
1 Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and InvestmentNews, April 2021.
2 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details atfortune.com
3 Combined client assets of NMIS and NMWMC as of June 30, 2021
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production.
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