Financial Planning Internship
Job Description
Job Description
Benefits:
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Flexible schedules to balance with classes.
- Real-world experience in prospecting, networking, and business strategy.
- Training in proprietary planning software and licensing (Life, Accident, Health insurance).
- Opportunities for certifications (Series 6 & 63, CFP).
- Weekly coaching and professional development.
- Access to leadership programs and recognition events.
Eli Cook:
- Current role and time with NM: Growth & Development Director & Financial Advisor; 12 years
- University attended: University of Illinois Springfield
- Graduation year: December 2017
- Brief description of their college experience: Eli began his Northwestern Mutual journey as a college freshman, gaining hands-on experience, earning his securities licenses, and building a client base before graduating from UIS. Now a successful full-time advisor and Growth & Development Director, he leads the internship program and is passionate about helping students turn the internship into a long-term career.
- Current role and time with NM: College Unit Director & Financial Advisor; 2.5 years
- University attended: Illinois College
- Graduation year: December 2024
- Brief description of their college experience: Hunter studied Finance and Economics at Illinois College and held multiple leadership roles in the Investment Club before being recruited into the Northwestern Mutual internship. After earning his securities licenses and gaining experience while still in school, he transitioned into a full-time advisor role and now serves as College Unit Director, helping lead and support the internship program.
- Current role and time with NM: Internship Coordinator; 2.5 years
- University attended: Illinois State University
- Graduation year: December 2023
- Brief description of their college experience: Gabby began her Northwestern Mutual internship in the summer of 2023 and continued through her final semester, graduating with a degree in Business Administration. While she ultimately chose a different career path than advising, she loved her experience and now serves as Internship Coordinator, working alongside Eli and Hunter to support and run the internship program.
- Full-time students (juniors and seniors preferred)
- Ambitious, with a curiosity for business development
- Highly involved on campus (leader, athlete, campus orgs, student government, etc.)
- Excellent time-management skills
- Business savvy and desire to increase critical thinking abilities
- Professional: Coachable, responds well to accountability, strong communication skills, articulate
- Financial service interest: Financially motivated, capacity for hard work, interest in making an impact with others
- Key characteristics: Motivated, competitive, willingness to overcome obstacles/deal with adversity
- Strong Earnings Potential
- Learning and Development Financial Incentives
- Productivity Bonuses
- Exposure to the financial services industry, including optional licensing education for students who qualify and are interested. Licensing is not required to begin the internship.
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