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Financial Planning Through A Pandemic: A Northwestern Mutual – Fayetteville Internship Experience, Grant Hoeldtke
Financial Planning Through A Pandemic: A Northwestern Mutual – Fayetteville Internship Experience, Grant Hoeldtke
Finance Undergraduate Honors Theses
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 …