CPT Financial Representative Jobs
Financial Representative CPT roles place F-1 students directly inside insurance, investment, or banking sales teams, where your coursework in finance, economics, or business must connect to the work your DSO authorizes. Positions typically involve client prospecting, portfolio presentations, and product recommendations tied to a degree-relevant curriculum requirement.
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Get Access To All JobsFinancial Representative Intern
Financial Representative Interns at Northwestern Mutual Mansfield help their clients live more and worry less through our unique approach to financial planning. Our interns, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while employing local and nationwide experts, exclusive financial products, and the support of a Fortune 100 company. You will have the opportunity to build your confidence, develop a professional network, and change people’s lives by helping them achieve financial freedom. Here, hard work pays off!
Our internship program mimics our full-time Financial Representative role, allowing you to:
- Build your client base through prospecting and networking
- Call on potential clients and set meetings to understand their financial goals
- Prepare plans and offer useful recommendations
- Gain exposure to planning software platforms
- Get licensed with your Life, Accident, and Health insurance license
- Participate in weekly coaching, training, and development meetings
As a Northwestern Mutual intern, you can expect a flexible schedule to work around life and your classes. With our year-round program, 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 interns have an opportunity to interview for a full-time Financial Representative role upon graduation.
Are you a fit for this internship?
- Full-time student: juniors and seniors preferred
- Entrepreneurial and curiosity for sales
- Highly involved on campus (leader, campus orgs, student government, etc)
- Excellent time-management skills
- Interest in financial literacy and planning tools
- Business savvy
Compensation & Benefits
- Commissions
- Development Stipends
- Productivity Bonuses
- Support for insurance licensing (life, health, DI, LTC)
- Support for SIE, Series 6, Series 63 registrations (eligibility required)
About us
For over 160 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 are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!
Why join Northwestern Mutual:
-
90, Fortune 100 company (2021)
- Top 5 Internship for Financial Services, Vault Guide to Top Internships 2020
- 4.75+ million clients and growing
- $224 billion (retail investment client assets held or managed)
- Forbes' Best Employers for Diversity (2018-2020)
- Unsurpassed financial strength
- Best Place to Work for LGBTQ+ Equality - Human Rights Campaign Corporate Equality Index (2015-2021)
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production.
Pay: $1,000.00 - $3,000.00 per month
Work Location: In person
Financial Representative Intern
Financial Representative Interns at Northwestern Mutual Mansfield help their clients live more and worry less through our unique approach to financial planning. Our interns, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while employing local and nationwide experts, exclusive financial products, and the support of a Fortune 100 company. You will have the opportunity to build your confidence, develop a professional network, and change people’s lives by helping them achieve financial freedom. Here, hard work pays off!
Our internship program mimics our full-time Financial Representative role, allowing you to:
- Build your client base through prospecting and networking
- Call on potential clients and set meetings to understand their financial goals
- Prepare plans and offer useful recommendations
- Gain exposure to planning software platforms
- Get licensed with your Life, Accident, and Health insurance license
- Participate in weekly coaching, training, and development meetings
As a Northwestern Mutual intern, you can expect a flexible schedule to work around life and your classes. With our year-round program, 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 interns have an opportunity to interview for a full-time Financial Representative role upon graduation.
Are you a fit for this internship?
- Full-time student: juniors and seniors preferred
- Entrepreneurial and curiosity for sales
- Highly involved on campus (leader, campus orgs, student government, etc)
- Excellent time-management skills
- Interest in financial literacy and planning tools
- Business savvy
Compensation & Benefits
- Commissions
- Development Stipends
- Productivity Bonuses
- Support for insurance licensing (life, health, DI, LTC)
- Support for SIE, Series 6, Series 63 registrations (eligibility required)
About us
For over 160 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 are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!
Why join Northwestern Mutual:
-
90, Fortune 100 company (2021)
- Top 5 Internship for Financial Services, Vault Guide to Top Internships 2020
- 4.75+ million clients and growing
- $224 billion (retail investment client assets held or managed)
- Forbes' Best Employers for Diversity (2018-2020)
- Unsurpassed financial strength
- Best Place to Work for LGBTQ+ Equality - Human Rights Campaign Corporate Equality Index (2015-2021)
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production.
Pay: $1,000.00 - $3,000.00 per month
Work Location: In person
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Get Access To All JobsFinancial Representative CPT: Frequently Asked Questions
Can I work as a Financial Representative on CPT as an F-1 student?
Yes, if the role is directly tied to your degree program and your DSO authorizes it on your I-20. Financial Representative work in insurance sales, investment services, or banking typically qualifies under finance, economics, or business programs. You'll need a written offer from the employer, a curriculum connection your academic advisor approves, and CPT authorization completed before your first day.
Does CPT for a Financial Representative role affect my OPT eligibility?
Part-time CPT, defined as fewer than 20 hours per week, doesn't affect your OPT eligibility at all. Full-time CPT of 12 months or more eliminates your standard OPT eligibility, so if you're planning to use OPT after graduation, structure your CPT carefully. Discuss your timeline with your DSO before accepting a full-time Financial Representative position.
What documents does a Financial Representative CPT employer typically need from me?
You'll need your current I-20 showing CPT authorization with the employer's name and dates, your F-1 visa stamp, your passport, and your I-94 arrival record. For I-9 verification, financial services employers enrolled in E-Verify will run a real-time check against DHS and Social Security Administration records. Bring all documents on your first day, not after.
How do I find Financial Representative jobs that accept CPT authorization?
Browse Financial Representative openings on Migrate Mate, which filters for employers with F-1 work authorization experience so you can focus on firms already familiar with CPT. Firms that actively recruit through university career programs tend to have streamlined processes for I-20 verification and E-Verify enrollment, reducing delays between offer and start date.
Can I work as a commissioned Financial Representative on CPT?
Yes, commission-based compensation is permitted under CPT as long as the work itself qualifies and your DSO authorizes it. However, confirm with your employer's HR team how FICA withholding and 1099 versus W-2 classification will be handled. Misclassification as an independent contractor can create issues with your F-1 status and future visa applications, so get clarity in writing before you start.