Summary description:
Interested in a career in finance?McNellis & Asato, Ltd. is seeking motivated transitioning service members for our SkillBridge Financial Operations Internship. This is an excellent opportunity for those who want to build a long‑term career as an Investment Associate or Wealth Advisor. As a SkillBridge intern, you’ll gain hands‑on experience inside a high‑performing wealth management practice, learn core branch operations, and receive guided preparation for the FINRA Securities Industry Essentials (SIE) exam. Whether you’re exploring the financial industry or already committed to the advisor track, this program gives you real‑world exposure, mentorship, and a structured pathway toward future employment. If you’re disciplined, coachable, and excited about helping clients achieve their financial goals, we encourage you to apply. This is your chance to translate your military skillset into a successful civilian career in wealth management.
Job description:
The SkillBridge Financial Operations Internship provides hands‑on exposure to investment management, supporting portfolio reviews, trade workflows, client service operations, and account administration while learning the foundational principles that underpin wealth management. Interns work directly alongside our advisory team to understand investment strategy, risk profiling, asset allocation, and the day‑to‑day processes that drive a high‑performing financial practice. This role is designed to parallel the career tracks of Investment Associate and Wealth Advisor, offering structured mentorship, industry education, and preparation for the FINRA SIE exam, creating a clear pathway into the investment and advisory profession for transitioning service members.
We’re committed to working closely with you and your command to coordinate a start date that aligns with your schedule and operational demands. The fit matters—this opportunity is reserved for the right candidate who is motivated and ready to excel.
Eligibility factors:
All Services
4 year degree required
