Financial Literacy & Wealth Building Program

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Summary description:

This SkillBridge program provides transitioning service members with structured, hands-on training in financial services operations, product coordination, and financial education support. Participants gain exposure to client lifecycle processes, CRM systems, marketing coordination, and financial analysis. The program combines classroom instruction, job shadowing, and supervised practical experience to prepare participants for roles in financial services, operations, and business development environments.

Job description:

Participants will train in a hybrid role supporting financial services operations, including product coordination, client data management, and marketing support. Responsibilities include maintaining CRM records, assisting with case preparation, supporting financial education initiatives, coordinating events and workshops, and analyzing basic financial scenarios. Participants will observe and assist in client meetings and gain experience in professional communication, workflow management, and operational execution within a regulated environment.

This program is a non-licensing training opportunity focused on education and operational experience. Participants will not be required to sell financial products. All activities are supervised and structured to provide professional development and industry exposure.

Eligibility factors:

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• Strong interest in financial services, business operations, or marketing• Basic computer proficiency and willingness to learn CRM systems• Professional communication skills• Ability to work in a team-based environment• Willingness to participate in structured training and hands-on learning• No prior financial experience required

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