Our Skillbridge program is thoughtfully designed to assist service members as they transition from military life to rewarding careers in financial services. Created by veterans who have successfully navigated this journey, our program offers invaluable insights and expertise. The best aspect of our opportunity is its fully remote format, allowing you to participate from anywhere without the need to relocate your family. Whether you have prior experience in finance or are just starting your career, we can connect you with a seasoned mentor who will guide you to the next step. Over the course of 8 to 12 weeks, you will build a strong foundation in the industry, positioning yourself for the next phase of your professional journey. We understand that transitions can be challenging, with each individual facing unique obstacles. That’s why we are committed to providing you with the time and resources necessary for a successful transition. In addition to comprehensive training, you will engage with a supportive community of veterans who have successfully forged their own paths in the finance sector, all while discovering meaningful ways to give back to your military community.
If you're excited to move forward, we invite you to click the link below. By doing so, you can fill out your application and take the next important steps in this process. We look forward to reviewing your submission!
Once we receive your application, we will reach out to confirm its receipt and discuss the details to ensure everyone understands the next steps and address any questions you may have. Following this, we will schedule a formal interview with a member of our board.
Congratulations! You've successfully completed your interview and have been accepted into the training program. Next, we'll finalize your start date, select your training plan, and verify your command approval. It's crucial that you obtain your command approval as soon as possible, as we cannot allow you to begin the program without that documentation.
Once we've received your command approval letter and finalized your training plan, the only thing left to do is wait for your start date. All of our programs start on a Monday. During this time, you'll receive contact information for your assigned mentor who may reach out to you to connect before you start.
During your first week, specifically on that Monday, you'll participate in Orientation, where you'll meet your trainer if you haven't already. As you advance through the program, you'll engage in one-on-one sessions with your mentor to learn the fundamentals of financial planning and gain hands-on experience with real clients in live scenarios. Additionally, you'll be connected with a team of financial experts who will assist you in building your community network. Each week, you'll also touch base with our Skillbridge coordination team to check in and ensure you're on track to meet your training milestones.
Upon completing our training track, you will possess the skills necessary to confidently navigate the finance industry and manage individuals' financial plans. Additionally, you'll have access to all the resources required for your initial licensing, should you not have achieved it by the end of the program. We'll finalize your offboarding on your last Friday. Afterward, you are welcome to join our community and contribute to the development of the next generation of trainees.
For assistance, please contact us using the form below or call our Skillbridge department at (619) 935-3815 during office hours, Monday through Friday, from 9:00 AM to 5:00 PM.
