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Financial Advisor Intern

Northwestern Mutual - Springfield
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Role

  • Test drive the career of a full time financial advisor while enrolled as a full time college student.

 

Responsibilities

  • Build a marketing plan for developing a clientele. 
  • Proactively set meetings with clients and perspective clients.
  • Prospect to and identify new perspective clients in your target market.
  • Leverage joint work advisors and their teams to run meetings and follow through.
  • Commit to activity levels consistent with the results you desire. 
  • Continue education past contracting to NMIS exams.

 

Results

  • 50 joint work factfinding meetings completed.
  • Target 20.
  • Earned a full time offer post-graduation.

 

Remuneration

  • Development Stipend: $250/week for first 12 weeks ($3,000 max)
  • Sales Results: Split 50/50* with joint work if product qualified (no limit) 
  • Trip qualification: Elite CFR Academy, Top CFR Summit, Annual Meeting