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Financial Enablers LLC

Financial Literacy & Wealth Building Program

All branches
Visit financialenabler.com Email the program

Website provided by the program.

At a glance

Open to
All branches
Format
Hybrid
Length
61 - 90 days
Locations
1 location in Tennessee · jobs available nationwide
Career field
Sales and Related
Target MOS/ratings
Open to all Military Occupational Codes (MOCs), with strong alignment for: • Administrative and operations roles • Logistics and coordination roles • Intelligence and analytical roles • Recruiting and training roles • Communications and public affairs

About the program

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.

Jobs this program prepares you for

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.

Eligibility & prerequisites

• 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

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.

Locations & contacts

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How to apply

  1. Contact the provider using the website or email above. Ask about openings, start dates, and the application.
  2. Confirm eligibility. SkillBridge is generally for service members within 180 days of separation who have their command's approval.
  3. Get your unit commander's authorization following your branch's SkillBridge process. Start early; approvals take time.
  4. Read reviews from past participants on Rate My SkillBridge.

Policy details: official DoW SkillBridge site · our FAQ