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Financial Planning Post-Graduate Program

Post Graduate Program - Northwestern Mutual

Looking for seniors in their last semester of college

The Post Graduate Program at Northwestern Mutual gives you valuable, real-world work experience to prepare you for a career as a Financial Advisor at Northwestern Mutual. It is modeled after the success of our internship program with an accelerated transition into a full-time role with Northwestern Mutual post-graduation. Graduating seniors will participate in a part-time, development-style mentorship program during their last semester of college.

 

Benefits of the Program:

  • Allows you to leverage a college financial representative contract as you graduate and prepare for a full-time career as a financial representative.
  • Earn college program stipends, while gaining real-world experience through full-time training, development, and coaching.
  • Work one one-on-one with Growth Development Director to gain exposure to the business, product and sales training, financial planning education, and more.
  • Study for and obtain licenses including Life and Health Insurance, SIE, Series 6, and Series 63.
  • Extended preparation for full-time training.

** Part-Time Internship will be March-May, Full-Time role will start in June

Essential Job Responsibilities:

  • Gain sufficient understanding of products and services offered by Northwestern Mutual and how their clients achieve financial goals
  • Attend client meetings
  • Communicate effectively with senior advisors for planning and preparation
  • Prepare or assist in preparing comprehensive, holistic financial plans
  • Attend weekly development meetings with the assigned Growth Development Director
  • Participate in training, development, and coaching – expand on your knowledge of our comprehensive approach to financial planning and cultivate your professional development skills

 

Minimum Position Qualifications:

  • Current full-time student in their senior year
  • Connected to the Cincinnati/Dayton area
  • Ability to work on own initiative and independently
  • Commitment to providing a first-class client experience
  • Knowing how to connect with people and easily build trusted relationships
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, etc.)

 

Stand Out Position Qualifications:

  • Experience in a professional work environment
  • Managing multiple priorities between school, work, or extra-curricular activities
  • Experience in Sales/Entrepreneurial work
  • Involvement in campus organizations/community organizations
  • Demonstrating leadership skills

 

What You’ll Receive:

  • Paid Internship: up to $1,000 monthly stipend plus uncapped commission and bonus opportunities
  • Full-time job offer
  • An entrepreneurial, dedicated, supportive, and inclusive company culture with an abundance mentality
  • Sponsorship of licenses/credentials (Life/Accident & Health insurance, Series 6, 63, 7, 65, CLU, CFP, ChFC, etc.)

 

WHO WE ARE

At Northwestern Mutual we believe that everyone deserves to ‘Spend Their Lives Living’ and that a strong financial plan is the cornerstone for ensuring that reality. Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living.

Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 70% of American’s citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need.

  • Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for over 165 years and has a proven track record of financial success.