What are the responsibilities and job description for the Business Development Manager position at Northwestern Mutual?
Client Development Intern — Spring 2027 (Full-Time Offer in June)
Northwestern Mutual – Nick Moore | Chesterfield, MO | Part-time, ~15–20 hrs/week | $25/hour
Start: January 2027 · Full-time offer decision: May 2027 · Full-time start: June 2027
Read this part first
This is not a semester of shadowing. We're hiring this internship with the specific intention of making a full-time offer in May.
The full-time role is Client Development Associate — a defined path to becoming a financial advisor at this firm, with licensing paid, CFP® coursework supported, and for the right person, a path to equity ownership or partnership.
We'd rather spend a semester finding out whether we're right for each other than gamble on a résumé and a 45-minute interview in April.
About us
We're a financial planning firm serving physicians, dentists, orthodontists, business owner, and highly compensated sales professional — residents negotiating first contracts, associates buying into practices, and practice and business owners running complex balance sheets. Specialized, technical, and a genuinely interesting corner of the profession.
Our biggest constraint right now is time, not opportunity. That's why this role exists.
What you'll do this spring
- Work an existing queue of warm leads, past prospects, and current clients
- Schedule client review meetings and prospect appointments
- Manage follow-up sequences and keep our CRM accurate
- Sit in on client meetings and take notes
- Help prepare meeting materials alongside our paraplanner
- Begin SIE and life & health licensing study if you're interested (we'll pay for it)
Target once ramped: 40–50 calls per day, 10 meetings scheduled per week. We'll be realistic about your class schedule.
What happens in June
If it goes well on both sides, you move into the full-time Client Development Associate role:
Months 1–6 — Own the outbound calendar. SIE and life & health licensing.
Months 6–12 — Series 7 and 66. Attend client meetings. Start building plans. Begin CFP® coursework.
Year 2 — Run discovery meetings independently. Continue CFP® coursework. Own a client segment.
Year 3 — Full advisor responsibilities and your own client relationships.
Year 5 — Path to equity ownership or partnership for the right person.
We'll give you the written version on day one so you know exactly what you're working toward.
What we're looking for
- Graduating in May 2027 (or December 2026)
- Comfortable on the phone — not necessarily a natural salesperson, but able to call a stranger without dreading it
- Organized and consistent. This work rewards doing the same thing well every day.
- Interested in financial planning as a career, not just a spring job
- Any major. Personal financial planning, finance, economics, or business is a plus, not a requirement.
- Coachable, hardworking, ambitious and willing to be told when work isn't good enough
No license or industry experience needed.
What we provide
- Paid hourly, plus bonus per qualified meeting held
- SIE and life & health licensing costs covered if you want to start early
- Academic credit — we'll complete whatever paperwork your program requires
- Direct mentorship from the firm's owner, not a rotating training program
- A warm lead queue, not a phone book
- An honest answer in May, either way. If it isn't a fit, we'll tell you in time to run a spring job search.
Logistics
- Location: 424 S Woods Mill Rd Ste 300 Chesterfield, MO — [in-office / hybrid]
- Hours: ~15–20/week, flexible around classes
- Pay: $25/hour bonus per qualified meeting held/set
- Full-time compensation: Base bonus, discussed openly before you accept the internship
To apply
Send a résumé and a few sentences on why financial planning specifically to Nick.moore@nm.com.
No cover letter needed. We read every application.
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Nicholas Moore is an equal opportunity employer. Securities offered through Northwestern Mutual, member FINRA/SIPC. Advancement and compensation milestones described are goals, not guarantees, and depend on individual performance and firm circumstances. Full-time employment is contingent on satisfactory internship performance and business needs.
Salary : $25