CPT Financial Manager Jobs
Financial Manager CPT roles put you inside treasury, FP&A, or risk functions while your degree is still active. Your DSO must authorize each position as integral to your program, so roles need a direct curriculum tie to finance, accounting, or business. Most placements run one semester, but multi-term rotations are common at larger employers.
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College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities:
Our internship program mimics our full-time Financial Representative career, allowing you to:
- Learn how to prospect and network to build your business and client base
- Develop and execute on a business strategy
- Call on potential clients and set meetings to understand their financial goals
- Prepare plans and offer useful recommendations
- Gain exposure to proprietary planning software platforms
- Engage in weekly coaching, training, and development meetings
- Receive Risk Product State Licensing: Life, Accident, and Health
- Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP®. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
Qualifications
Are you a fit for this internship?
- Full-time student; juniors and seniors preferred
- Entrepreneurial ambitions and curiosity for sales
- Highly involved on campus (leader, athlete, campus orgs, student government, etc)
- Excellent time-management skills
- Interest in financial literacy and planning tools
- Business savvy and desire to increase critical thinking abilities
Compensation & Benefits:
- Performance-based earnings and revenue
- Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
- Productivity Bonuses
- Support for insurance licensing (life, health, DI, LTC)
- Support for SIE, Series 6, Series 63 registrations (eligibility required)
About us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
- Fortune 500 company (2023)
- Top 100 Internship Programs, Yello x WayUp (2022)
- 5.0+ million clients and growing
- $257 billion retail investment client assets held or managed by Northwestern Mutual
- Forbes' Best Employers for Diversity (2018-2021)
- Unsurpassed financial strength
- Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2 As of June 30, 2023
3 Combined client assets of NMIS and NMWMC as of June 30, 2023
4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody’s Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range: USD $500.00 - USD $1,000.00 /Yr.
Overview:
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities:
Our internship program mimics our full-time Financial Representative career, allowing you to:
- Learn how to prospect and network to build your business and client base
- Develop and execute on a business strategy
- Call on potential clients and set meetings to understand their financial goals
- Prepare plans and offer useful recommendations
- Gain exposure to proprietary planning software platforms
- Engage in weekly coaching, training, and development meetings
- Receive Risk Product State Licensing: Life, Accident, and Health
- Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP®. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
Qualifications
Are you a fit for this internship?
- Full-time student; juniors and seniors preferred
- Entrepreneurial ambitions and curiosity for sales
- Highly involved on campus (leader, athlete, campus orgs, student government, etc)
- Excellent time-management skills
- Interest in financial literacy and planning tools
- Business savvy and desire to increase critical thinking abilities
Compensation & Benefits:
- Performance-based earnings and revenue
- Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
- Productivity Bonuses
- Support for insurance licensing (life, health, DI, LTC)
- Support for SIE, Series 6, Series 63 registrations (eligibility required)
About us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
- Fortune 500 company (2023)
- Top 100 Internship Programs, Yello x WayUp (2022)
- 5.0+ million clients and growing
- $257 billion retail investment client assets held or managed by Northwestern Mutual
- Forbes' Best Employers for Diversity (2018-2021)
- Unsurpassed financial strength
- Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2 As of June 30, 2023
3 Combined client assets of NMIS and NMWMC as of June 30, 2023
4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody’s Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range: USD $500.00 - USD $1,000.00 /Yr.
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Get Access To All JobsFinancial Manager CPT: Frequently Asked Questions
Does a Financial Manager CPT role need to be directly related to my degree program?
Yes. CPT requires the position to be an integral part of your established curriculum, meaning your DSO must confirm a direct connection between the Financial Manager duties and your coursework. A finance, accounting, economics, or business program typically satisfies this requirement, but your school sets the final standard. Roles focused purely on operations or administration with no finance component may not qualify.
Can I do CPT as a Financial Manager if my degree is in a related field like economics or data analytics?
It depends on your school's CPT policy and how closely the role ties to your specific program. Economics and quantitative analytics degrees often qualify for Financial Manager CPT if the position involves financial modeling, forecasting, or risk analysis. Your DSO makes the final determination. Bringing the O*NET occupation profile for Financial Managers to your DSO meeting helps frame the curriculum connection clearly.
How do I find Financial Manager employers who already understand CPT?
Migrate Mate lists Financial Manager roles at employers with documented work authorization history, which narrows your search to firms already familiar with F-1 hiring. You can also check whether a target employer has filed Labor Condition Applications for finance roles through public DOL disclosure data, which signals prior experience sponsoring international employees in similar positions.
Does full-time Financial Manager CPT affect my future OPT eligibility?
Yes, and this is a critical distinction. If you accumulate 12 or more months of full-time CPT, defined by USCIS as 20 or more hours per week, you lose eligibility for OPT entirely. Part-time CPT, under 20 hours per week, does not count against OPT regardless of duration. If you plan to use OPT after graduation, confirm your total full-time CPT hours with your DSO before accepting a full-time Financial Manager placement.
What should I include in the employer letter my DSO requires for CPT authorization?
Your DSO typically needs a letter on company letterhead stating your name, the employer's legal name and address, your job title, your start and end dates, whether the role is full-time or part-time, and a brief description of your duties. For Financial Manager roles, the duty description should reference specific tasks like financial reporting, budget oversight, or forecasting so your DSO can verify the curriculum tie.