Date of Graduation
5-2022
Document Type
Thesis
Degree Name
Bachelor of Science in Business Administration
Degree Level
Undergraduate
Department
Finance
Advisor/Mentor
Santamaria, Sergio F.
Abstract
For my internship, I worked as a College Financial Representative. As a College Financial Representative, I essentially worked as a full-time financial representative, but without some of the certifications required to offer the full line of products offered by Northwestern Mutual. Throughout the internship, I went through the process of kickstarting my financial advising practice and growing my connections around the Northwest Arkansas and Tulsa areas. I gained experience setting and hosting meetings with potential clients, then creating personalized and customizable financial plans based on the information I received during the client's meeting. Every single meeting and financial plan were unique and offered multiple learning points for me to take away from, yet all followed a similar process when first creating the individualized financial plan. Also, I increased my knowledge of how important connections truly are in the real world and how to grow and cultivate those connections into mutually beneficial relationships.
Keywords
Internship; financial advising; clients; financial plan; relationships
Citation
Hoeldtke, G. (2022). Financial Planning through a Pandemic: A Northwestern Mutual – Fayetteville Internship Experience. Finance Undergraduate Honors Theses Retrieved from https://scholarworks.uark.edu/finnuht/84
