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Financial Planning Services Intern

Employer
Northwestern Mutual
Location
Mendota Heights, Minnesota
Salary
Up to $16/hour
Closing date
Sep 5, 2022

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Job Role
Financial Planning Support
Employment Type
Part Time
Level
Internship
Experience Level
None
CFP® Certification
Preferred
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This is a new and unique opportunity in the Network Office of Northwestern Mutual - Twin Cities. We are seeking a current student to fill a paid intern position in the financial services industry, with the potential to convert to a full-time position after graduation. In this role, you will be a part of the Financial Planning Services (FPS) team, where you will learn our operational and financial planning processes to help support our financial advisors build successful practices.

Responsibilities

  • Complete, submit and track new account investment paperwork
  • Interpret and input client information into financial planning software
  • Complete trade tickets for submission to Operations department
  • Assist with service-related tasks for client investment accounts
  • Assign tasks to team members as requested
  • Create Investment Policy Statements for investment advisory accounts using Envestnet
  • Provide Morningstar reports for client portfolios
  • Tackle any other service and operational tasks that surface with help from teammates

Qualifications

Required

  • Current junior or senior pursuing a bachelor’s degree in business, finance or related field
  • Strong analytical and problem-solving skills
  • Strong written and verbal communication
  • Ability to work well with others
  • Strong organizational and time management skills including prioritization and the ability to meet deadlines
  • Ability to thrive in a fast-paced environment High level of client confidentiality

Preferred

  • Currently enrolled in, have completed, or are interested in completing a Financial Planning Certificate/CFP® program
  • Availability to work part-time during the school year
  • Open to exploring both sales and non-sales roles
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