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Intern Financial Advisor

Northwestern Mutual

Northwestern Mutual

Accounting & Finance
Sarasota, FL, USA
Posted on Thursday, August 24, 2023

The ideal candidate is hungry to grow their skillset, learn how to grow and run a financial planning business, leverage their interpersonal skills, and build a clientele. They will work alongside out team to bring on new business as well as cultivate business from our current clientele.



  • Work along-side the CEO, and COO to grow the business
  • Execute on prospect and client outreach, marketing plans, & generate new business
  • Gain a knowledge around running a financial planning meeting with a potential or current client
  • We have a culture of learning, and are open to new ideas


  • Currently pursuing a Finance, Sales, Marketing or related field
  • Sales experience preferred
  • Strong understanding of sales, phoning, and client management
  • Excellent interpersonal skills