Student Financial Adviser (Internship)
Are you driven, ambitious, and ready to stand out from your peers?
Join our Student Financial Consultant Program — a rare opportunity for undergraduates to develop real-world financial skills, earn income, and build a personal brand before graduation.
You’ll receive elite mentorship, access to real clients, and learn how to build financial freedom—not just for yourself, but for others.
This isn’t an internship. It’s a career accelerator designed for future leaders in finance, entrepreneurship, and consulting.
LOCATION
Hybrid
EMPLOYMENT TYPE
Part Time
Value Proposition for You
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Opportunity: Provides the opportunity for interns to experience working in a leading financial institution.
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“Trial” the Career: Low opportunity cost for interns.
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Commitment: Interns can test their interest in this field before committing to a full time career upon graduation.
Graduate With Experience, Not Just a Degree
This isn’t an internship. It’s a career accelerator designed for future leaders in finance, entrepreneurship, and consulting.
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Flexible hours
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Attractive performance-based income
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Certifications & industry exposure
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Personal branding & soft skill training
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Proven mentorship system
The best time to build your future is now.
Apply to become a Student Financial Consultant and discover what you’re truly capable of."
PROGRAM OUTLINE — Student Financial Consultant Learning Journey
(Week 1–4)
PHASE 1: Foundation
Theme: Learn the Business, Build the Mindset
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Onboarding & Orientation
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Introduction to Financial Advisory (Role, Ethics, Impact)
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Personal Branding 101 (LinkedIn, Instagram, etc.)
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Time Management & Goal-Setting for Busy Students
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Shadowing Advisors in Real Client Scenarios
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Weekly Mentorship Check-ins
(Week 5–10)
PHASE 2: Skills & Certification
Theme: Learn to Think Like a Consultant
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Financial Planning Fundamentals
(Insurance, Wealth Accumulation, Retirement, Budgeting) -
Soft Skills:
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Client Discovery
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Storytelling & Persuasion
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Presentation & Confidence Training
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Certification Prep (e.g., CMFAS modules like RES5, M9, HI)
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Midpoint Check-in: Progress Review & Growth Plan
(Week 11–18)
PHASE 3: Practice & Application
Theme: Real Experience, Real Impact
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Supervised Client Prospecting (Start from own network)
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Roleplay & Simulation Workshops (Objection Handling, Closing)
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Joint Field Work with Mentor (Real Meetings & Debriefs)
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Income Milestone Challenge (e.g., Earn First $1K)
(Week 19–24)
PHASE 4: Elevation & Brand Building
Theme: Build Your Influence
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Personal Branding & Social Media Content Workshop
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Learn How to Build a Referral Network
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Career Pathway Session (Full-Time Track / Management / Entrepreneur)
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Present Capstone:
“My Journey as a Student Financial Consultant”
(Live sharing or video portfolio)