CPT Financial Services Representative Jobs
Financial Services Representative roles in banking, brokerage, and insurance fall under SOC code 41-3031 and qualify for CPT when your program includes a finance, business, or economics curriculum component. Your DSO must authorize each CPT position before you start work, and the role must connect directly to your coursework.
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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
See all CPT Financial Services Representative Jobs
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Get Access To All JobsFinancial Services Representative CPT: Frequently Asked Questions
Does a Financial Services Representative role qualify for CPT?
Yes, if your degree program includes a finance, economics, business, or related curriculum component and the role is an integral part of your coursework. Your DSO makes the final determination. Roles focused on client account management, investment products, or financial planning typically satisfy the curricular connection requirement, but you'll need documentation linking specific job duties to your program's learning objectives.
Can I work as a Financial Services Representative at a bank on CPT while still enrolled?
Yes. CPT allows full-time or part-time work during enrollment as long as your DSO authorizes the specific position and employer. Full-time CPT of 12 months or more eliminates your OPT eligibility, so if you're planning a 12-plus-month internship or co-op at a bank or brokerage, discuss the OPT impact with your DSO before accepting the offer.
How do I find Financial Services Representative employers who understand CPT?
Search for Financial Services Representative openings on Migrate Mate, which surfaces employers with Labor Condition Application filing history for this occupation. That history indicates the firm has worked with visa-authorized employees before and is less likely to rescind an offer when you explain CPT requirements. Firms in banking, asset management, and insurance consistently appear in LCA disclosure data for this role.
What happens if my CPT employer wants me to get a FINRA license?
FINRA licenses like the Series 7 or Series 63 require employer sponsorship through a FINRA-member firm. Your CPT authorization doesn't restrict you from pursuing licensing during that work period, but the employer must submit a Form U4 on your behalf. Confirm the employer is a registered FINRA member and willing to sponsor the exam registration before you start, since the process takes 30 to 60 days.
Does CPT for a Financial Services Representative role affect my OPT or H-1B eligibility?
Part-time CPT has no effect on OPT eligibility regardless of duration. Full-time CPT totaling 12 months or more eliminates your OPT eligibility entirely. H-1B visa eligibility is unaffected by CPT. If the role is a full-time co-op or year-long rotation, calculate your CPT duration carefully and consult your DSO to preserve OPT as a post-graduation option for future H-1B cap-gap coverage.