College Financial Representative Spring 2027
College financial representatives attend client meetings with senior financial representatives, so you can begin learning the roadmap to financial planning. You will also see different ways that financial advisors run their meetings and build relationship with their clients.
As part of your internship, you will:
· Receive financial planning training centered on growing your knowledge
· Develop your skills in networking and business relationships
· Be mentored and coached by our designated College Unit Captains and College Unit Directors
· Participate in speaker series, book clubs and learning opportunities
· Join in company outings and community service initiatives
As a Northwestern Mutual College Financial Representative, you will get the opportunity to learn and master Northwestern Mutual’s personalized planning process to provide financial solutions tailored to each client’s needs through his or her lifetime. You’ll be part of the firm team, working side-by-side with full-time financial representatives, advisors, and professional office staff. You’ll see the independent and entrepreneurial spirit that our financial representatives and advisors share and follow the same process they do for test-driving your career in financial services. Specifically, College Financial Reps perform the same duties as full-time representatives:
· Client acquisition
· Client case studies
· Create and analyze personal needs analysis for clients
· Recommend solutions to help clients achieve financial security
· Provide on-going service to clients
· Training and coaching from the best in the business through an award-winning training program
· Team meetings to set and track goals
· Complete state required licensing