Spring Wealth Management Intern (INCENTIVE BASED - NO SALARY)

Company Description

Silver Spring Wealth Management, a division of Northwestern Mutual, specializes in providing personal comprehensive financial plans tailored for each individual. With expertise in investments, retirement planning, estate planning, and more, we help clients build a strong financial foundation. Our focus is on creating long-term relationships and delivering exceptional client service.

Looking for college student who wants to learn the world of wealth management. This is unpaid but I will incentives cold calling, getting licenses and a positive attitude.

Below are some of the things you will learn!

Support

● Handling case notes, processing correspondence, maintaining client case files, and filing new statements,

account forms, and other insurance and investment related materials

● Maintaining financial representative’s calendar, scheduling follow-up appointments

● Responding to home office inquiries

● Monitoring and stocking marketing materials for insurance and investment related materials

● Ensuring NMIS and insurance compliance requirements are implemented and followed

Client Services

● Corresponding with clients to handle & resolve issues

● Accepting redemptions/withdrawals from clients and communicating instructions to home office

● Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements

● Communicate with home office, NMIS, and fund families to supply or obtain information

● Prepare/print letters of instruction for client signature

● Prepare policies for delivery

● Maintain check logs

● Insurance underwriting

● Client Insurance/Investment onboarding

Relationship Management

● Complete Fact Finder meetings with prospective clients

● Complete PX presentations for Advisor and Team use

● Fluidly help team bring prospects through sales process

• ● Sales calls to introduce FR’s practice, get back on the calendar, and schedule annual reviews