What are the responsibilities and job description for the Financial Planning Internship position at Northwestern Mutual - Purcell Financial?
Are you looking for an internship that is hands on, experience focused? We got you covered!
Northwestern Mutual has been helping families and businesses achieve financial security for almost 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident.
We specialize in:
Comprehensive Financial Planning – Personal Planning Analysis – Asset & Income Protection
Education Funding – Investment & Advisory Services – Trust Services – Estate Analysis
Retirement Solutions – Business Needs Analysis – Employee & Executive Benefits
Have you ever thought about owning your own business? At Northwestern Mutual, the internship program gives you a chance to let your entrepreneurial spirit shine! Interns receive intense educational experience that will help lay the foundation for a client base and a successful practice. You will be supported by your office colleagues, training programs, mentoring and unlimited access to industry resources. At Northwestern Mutual, you’ll work for yourself but never by yourself!
Why intern with Northwestern Mutual:
- Hands-on financial planning experience, modeled directly after our Full-Time Role.
- Flexibility to pursue your studies while gaining experience.
- Mentoring, coaching, joint work programs that will take your business to the next level.
- Opportunity to gain professional designations such as SIE, Series 6, and Series 63.
- Paid Internship: $1000 monthly incentive plus uncapped commission and bonus opportunities.
- Full-Time career opportunities after graduation.
*FUN FACT: 57% OF OUR FIELD LEADERSHIP TEAM ARE FORMER INTERNS*
We're looking for:
- College students: juniors and seniors
- Students involved in on-campus activities such as athletics, clubs, and professional organizations or community/philanthropic organizations.
- Individuals who are driven, entrepreneurial, self-motivated, great at building relationships, goal-oriented, and dedicated to personal/professional success.
- Must be going to school near Cincinnati/Dayton or be from Cincinnati/Dayton
About Us
For 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Planners are valued partners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!
Why join Northwestern Mutual:
- #90, Fortune 100 company (2021)
- Forbes' Best Employers for Diversity (2018-2020)
- Top 10 US Independent Broker-Dealers1
- #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness
- Best Place to Work for LGBTQ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
- $224 billion3 (retail investment client assets held or managed)
1 Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and InvestmentNews, April 2021.
2 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
3 Combined client assets of NMIS and NMWMC as of June 30, 2021
Salary : $1,000