Financial Representative Intern

Company: 

Northwestern Mutual

Location: 

Oregon & Vancouver, WA

 

Job Title: Financial Representative Intern

Employer: Northwestern Mutual

Contact Information: Jared A Virtue: Financial Advisor & Salem's College Unit Director at 916-798-0701 or jared.virtue@nm.com

Address: 465 Commercial St NE, #100, Salem, OR 97301

Fax: 503-798-9263

Web Site: https://www.northwesternmutual.com/

Education or Degree Required: Pursuing a College Degree [Does not need to be business or financial based]

Job Location: Oregon & Vancouver, WA

Salary/Wages: Stipend, bonuses, commission, profit-sharing, & equity

Job Type: Internship

Application Materials Needed:

  • Resume
  • References
  • Other

Specified Other Application Material: We hire year around until our internship program is at full capacity

Job Description:

  • Develop Professionally as an Intern: https://www.youtube.com/watch?v=heP5Bx2TBH4
  • "Create a lasting mark on people's lives. As a member of the Northwestern Mutual team, you'll have access to world class training, technology, financial planning tools and supportive mentors who will help you deliver expert advice to your clients.
  • And, as you build impactful relationships with clients and help them develop a personalized plan to achieve their financial goals throughout life, you'll be solidifying your own future, too.
  • Hard work, determination, and community focused mindset are valued here, rewarded with opportunities for your own personal, professional, and financial growth."
  • Every year our team partners, supports, and mentors 5-10 interns in our Salem community.
  • In this internship opportunity, folks discover their passions, strengths/weaknesses, goals, and desired career lifestyle.
  • Our role is to help create a plan to identify the resources, training, and strategies to help you accomplish your personal journey whether that is in the field of finance or elsewhere.

Responsibilities:

  • Day In The Life - Intern: https://www.youtube.com/watch?v=RNsSN9GwyPg
  • Daily training sessions
  • Weekly mentorship meetings
  • Certification & licensing
  • Connect and schedule meetings with prospective clients
  • Meetings with prospective clients
  • Create financial planning analysis/recommendations
  • Implement client's financial plans

Qualifications:

  • Great work ethic
  • Coach-able and enjoys learning
  • Flexible schedule
  • Time management
  • Self motivated
  • Goal-oriented and committed
  • Desire to grow and make a difference
  • Likes to connect with a diverse group of folks
  • Fosters strong relationships
  • Trustworthy and honest
  • Pass a FBI grade background check

 

Closing Date: 

Wednesday, 1 January 2020