Financial Planning and Sales Internship at Northwestern… · West…

Summary: Northwestern Mutual is a financial services company offering financial planning and advisory support. The Financial Planning and Sales Intern will gain hands-on experience in financial planning, business development, and client relationship management while building professional networks, assisting with financial plans, attending client meetings, and participating in training and mentorship.

Responsibilities:
- Build and develop professional networks and client relationships through proactive outreach
- Gain sufficient understanding of products and services offered by Northwestern Mutual and how they help clients achieve financial goals
- Connect with prospective clients to understand their financial goals and needs
- Attend client meetings
- Assist in preparing comprehensive, holistic financial plans
- Collaborate with senior advisors on client strategies and meeting preparation
- Support ongoing client service and relationship management
- Attend weekly coaching, development, and training sessions
- Strengthen your communication, business development, and leadership skills

Required Qualifications:
- Current full-time student at an accredited university with a graduation date between May 2027-May 2028
- Connected to the Cincinnati area
- Ability to work on own initiative and handle multiple priorities
- Knowledge of how to build and maintain trusted relationships
- Excellent interpersonal and communication skills, with the confidence to engage clients through phone conversations, virtual meetings, and in person interactions
- Commitment to maintaining confidentiality and protecting sensitive client information
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, etc.)

Preferred Qualifications:
- Prior experience in a professional work environment
- Experience in sales, customer service, client relations, business development, or community engagement
- Involvement in student organizations, athletics, campus leadership, or community activities
- Experience representing organizations, teams, or personal brands at networking events, conferences, campus programs, etc

Required Skills: Microsoft Office Suite, Financial Planning, Sales, Client Relations, Business Development, Investment Advisory Services, Retirement Planning, Risk Management, Relationship Management

Graduation Date Requirement: Graduate in 2027 Spring

Benefits: Uncapped commission and bonus opportunities, Real-world financial planning and client-facing experience, One-on-one mentorship from experienced financial advisors, Industry-leading training and professional development programs, Opportunities for joint-work and hands-on coaching, Business development, sales, and relationship-building experience, Access to professional licensing and credential sponsorship opportunities (Life & Health Insurance License, SIE, Series 6, Series 63, and Series 7), Long term designation coverage: CFP, WMCP, CLU, etc., Flexible scheduling that supports academic commitments, A potential path to full-time employment upon graduation, A supportive, entrepreneurial, and collaborative culture focused on growth and development