College Financial Representative Intern jobs in United States
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Northwestern Mutual ยท 1 day ago

College Financial Representative Intern

Northwestern Mutual is a financial services company dedicated to helping individuals achieve financial security through personalized financial planning. The College Financial Representative Intern will assist experienced financial representatives in developing financial plans, conducting client meetings, and providing support in areas such as insurance, retirement planning, and investment services.

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Hiring Manager
Malek Barber, MBA
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Responsibilities

Assist experienced financial representatives in developing financial plans
Conduct client meetings
Provide support in areas such as insurance, retirement planning, and investment services
Learn about financial products
Analyze clients' needs
Help clients achieve their financial goals through strategic planning and solutions
Receive mentorship and hands-on experience in a professional work environment

Qualification

Financial PlanningRetirement PlanningInsurance KnowledgeInvestment UnderstandingWillingness to LearnCommunication SkillsInterpersonal SkillsSelf-motivatedTeam-oriented

Required

Knowledge or interest in Financial Planning and Retirement Planning
Familiarity with concepts related to Insurance and Finance
Basic understanding of Investments and related financial products
Strong communication and interpersonal skills
Self-motivated, with the ability to manage tasks effectively in a team-oriented environment
A willingness to learn, adapt, and grow in a professional setting

Preferred

Enrollment in a degree program related to Finance, Business, or a similar field

Company

Northwestern Mutual

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Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Funding

Current Stage
Late Stage

Leadership Team

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Timothy Gerend
Chairman, President and CEO
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Phil Odella
COO/CFO
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Company data provided by crunchbase