Candidate
Employer
Fall Internship Program – Financial Planning
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Job Description
Business Finance Intern | Northwestern Mutual
The Tone:
This is an internship at Northwestern Mutual, located in Fresno, CA. Northwestern Mutual is a Fortune 100 company with over 169 years of experience in comprehensive financial planning, combining professional expertise with personalized digital experiences and industry-leading products. This role matters because interns help clients live more and worry less by building financial plans and working towards financial freedom. The internship offers an opportunity to develop confidence, expand a professional network, and make a real impact on people’s lives.
The TL;DR
• Role: Internship
• Type: Flexible, Year-round
• Location: In-person, Fresno, CA
• Mission: Help clients live more and worry less through a unique approach to financial planning.
• Tech Stack: planning software platforms
What You’ll Actually Do
• Develop: Build a client base through active prospecting and networking efforts.
• Engage: Call on potential clients to schedule meetings and understand their financial goals.
• Plan: Prepare comprehensive financial plans and provide useful recommendations.
• Acquire: Obtain your Life, Accident, and Health insurance license.
• Collaborate: Participate in weekly coaching, training, and development meetings.
The Must-Haves
• Background: Student pursuing full-time studies, with an interest in financial literacy and planning tools.
• Experience: Proven involvement in campus organizations, student government, or leadership roles.
• Skills: Entrepreneurial mindset, curiosity for sales, excellent time-management, and business acumen.
