Financial Planning Services (FPS) Intern
- Employer
- Northwestern Mutual - Twin Cities
- Location
- Mendota Heights, Minnesota
- Salary
- $15 per hour
- Closing date
- Mar 13, 2023
View more
- Job Role
- Financial Planning Support
- Employment Type
- Part Time
- Level
- Internship
- Experience Level
- None
- CFP® Certification
- Not necessary
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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 summer 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 and understanding of client confidentiality
Preferred
- Currently enrolled in or have completed 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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