Team Excellence & Leadership Coach (TELC) — Internal Training Track
This role is designed to help you transition your military leadership experience into the civilian private sector. As the Team Excellence Lead and Leadership Coach, you will leverage the skills developed through your military service to motivate, develop, and strengthen an already high-performing wealth management team. The position is intended for senior military leaders, with consideration limited to Senior NCOs, Chief Warrant Officers, and Field Grade Officers and above (E7–E9, W2–W5, O4+).You will gain exposure to the financial services industry and the broader management structure within a top-performing wealth management firm. Following the internship, potential transition paths may include wealth advisory production—upon meeting all required qualifications—or branch management and compliance roles, also subject to qualifications.