Financial Advisor Intern

Responsibilities

• Prospect and network to build a client base
• Develop and execute business strategies
• Call potential clients and set meetings to understand financial goals
• Prepare financial plans and offer recommendations
• Gain exposure to proprietary planning software platforms
• Engage in weekly coaching, training, and development meetings

Requirements

• Full-time student (juniors and seniors preferred)
• Entrepreneurial ambitions and curiosity for sales
• High level of campus involvement (leadership, athletics, or organizations)
• Excellent time-management skills
• Interest in financial literacy and planning tools
• Business savvy and critical thinking abilities

Benefits

• Performance-based earnings and revenue
• Learning and Development Incentives (up to $1,000/month)
• Productivity bonuses
• Support for insurance licensing (life, health, DI, LTC)
• Support for SIE, Series 6, and Series 63 registrations

About the Company

Ataraxis Wealth Management is a subsidiary of Northwestern Mutual, a Fortune 500 company with over 165 years of experience in comprehensive financial planning. We provide tailored strategies including insurance, investments, and annuities to help clients navigate their financial lives.