Hybrid

MOU status: DoD MOU expires December 23, 2026. That is inside 90 days, so confirm the program is still running before you build a package around it.

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At a glance

Programs: 2
Locations: 2
States served: 1

Delivery: Hybrid (2)
Program length: 8 to 12 weeks (2)
Branches accepted: Air Force, Army, Coast Guard, Marine Corps, Navy, Space Force

Counts are computed from the DoD program listings below -- a provider with several programs can appear more than once in each count.

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Programs

AVP Advisor - Focus Team

Detailed listing

Delivery: Hybrid source value: Hybrid (In-Person and Online)
Length: About 9 to 13 weeks source value: 61 - 90 days
Branches: Air Force, Army, Coast Guard, Marine Corps, Navy, Space Force
Target MOCs: 3043 (USMC) - Supply Administration and Operations 6672 (USMC) - Cryptologic Digital Network Analyst/Operator 0231 (USMC) - Intelligence Specialist 68X (Army) - Medical Specialist Corps 25 Series (Army) - Signal/Communications 35 Series (Army) - Military Intelligence 42A (Army) - Human Resources Specialist All leadership positions (Officers, NCOs, SNCOs) All personnel with client-facing, analytical, or sales-related experience Finance, logistics, and administrative specialties
Career field: Business and Financial Operations

Summary

Join Farther's innovative wealth management team as an Associate Financial Advisor through the DOD SkillBridge program. This 12-week hands-on training opportunity provides transitioning service members with comprehensive experience in financial advisory, client acquisition, and wealth management. Work alongside expert advisors while learning to serve high-net-worth clients using cutting-edge fintech platforms. Gain real-world experience in portfolio management, retirement planning, tax strategies, and business development. Successful participants will be strongly considered for permanent employment as Associate or AVP Advisors at Farther.

Eligibility

Must be active duty service member within 180 days of separation/retirement Must have command approval to participate in SkillBridge Must be able to commit to 12-week program (flexible start dates available)Must pass background check and compliance screening Series 65 license required for permanent employment (can be obtained during or after SkillBridge - Farther provides study support)No prior financial services experience required - comprehensive training provided Open to all service branches and ranks Veterans may participate if within 180 days of separation and approved through Career Skills Program

What the work involves

Associate Vice President, Wealth Advisor - Focus Team Farther is a rapidly growing RIA combining expert advisors with cutting-edge technology to deliver comprehensive, tailored wealth management experiences. We're backed by top-tier venture capital firms and led by innovators from the private wealth industry. Your SkillBridge Experience: This 12-week internship provides hands-on training in: Client Acquisition & Development (Weeks 1-3, 7-8): Learn targeted outreach to high-net-worth prospects through digital and traditional channels. Master prospecting techniques including cold calling, LinkedIn/ZoomInfo utilization, and webinar coordination. Develop skills to build and manage client pipelines while crafting compelling presentations showcasing Farther's value proposition. Financial Advisory Services (Weeks 2-5, 9-10): Gain comprehensive knowledge of investment products (equities, bonds, ETFs, mutual funds, alternatives), retirement accounts (401k, Traditional/Roth IRA, brokerage), and tax-efficient strategies. Learn portfolio construction using Black Rock modeling tools, understand concentrated position risks, and master retirement planning including pension analysis, Social Security optimization, and withdrawal strategies. Technical Platform Mastery (Weeks 6, 9, 11): Become proficient in CRM systems (HubSpot), financial planning software (Right Capital), custodial platforms (Fidelity/Schwab), and alternative investment platforms (i Capital/CAIS). Learn to leverage technology to deliver superior client experiences. Business Development (Weeks 7-8, 12): Identify market opportunities, cultivate referral networks, and participate in client education events. Develop consultative selling approaches and learn to convert prospects into clients while contributing to team revenue targets. Your Impact: Conduct comprehensive client discovery sessions to uncover financial objectives Present customized wealth management solutions addressing specific client needs Partner with senior advisors on sophisticated investment strategies Build expertise in tax planning, estate planning, and alternative investments Develop professional skills through structured mentorship and real client exposure Qualifications: Active duty service member within 180 days of separation Strong communication and relationship-building abilities Interest in financial services and helping clients achieve financial goals Analytical mindset and attention to detail Self-motivated with entrepreneurial drive Bachelor's degree preferred but not required Bonus Points: Business, finance, or economics background Sales or client-facing experience in military role Series 65 or willingness to pursue (we can support preparation)Existing interest in investment markets and financial planning What You'll Gain:480 hours of supervised wealth management training Hands-on experience with high-net-worth client relationships Comprehensive understanding of investment products and strategies Proficiency in industry-leading financial planning technology Professional network within the fintech and wealth management industry Strong candidacy for permanent Associate/AVP Advisor position Foundation for Series 65 licensing and CFP® certification path Compensation Upon Hire: Competitive base salary plus uncapped commission structureComprehensive benefits: health, dental, vision, life insurance Unlimited PTO401(k) with company match Professional development support Rapid career advancement opportunities

Locations

irving, TX

Client Experience Associate

Detailed listing

Delivery: Hybrid source value: Hybrid (In-Person and Online)
Length: About 9 to 13 weeks source value: 61 - 90 days
Branches: Air Force, Army, Coast Guard, Marine Corps, Navy, Space Force
Target MOCs: 0111 (USMC) - Administrative Officer 0151 (USMC) - Administrative Clerk 3043 (USMC) - Supply Administration and Operations 3451 (USMC) - Financial Management Resource Analyst 42A (Army) - Human Resources Specialist 36B (Army) - Financial Management Technician 88N (Army) - Transportation Management Coordinator 92Y (Army) - Unit Supply Specialist YN (Navy) - Yeoman LS (Navy) - Logistics Specialist PS (Navy) - Personnel Specialist SK (Navy) - Storekeeper 6F0X1 (Air Force) - Financial Management & Comptroller 3F5X1 (Air Force) - Administration All administrative, logistics, and operations-focused specialties All personnel with detail-oriented, process-driven, or customer service experience
Career field: Business and Financial Operations, Office and Administrative Support

Summary

Join Farther's Client Experience team through the DOD SkillBridge program and learn to deliver world-class wealth management operations. This 12-week hands-on training opportunity provides transitioning service members with comprehensive experience in RIA operations, client service, account administration, and custodial platform management. Work alongside experienced operations professionals supporting high-net-worth clients and financial advisors. Gain practical skills in account opening, transfers, trading operations, compliance, and problem resolution. Successful participants will be strongly considered for permanent employment as Client Experience Associates at Farther.

Eligibility

Must be active duty service member within 180 days of separation/retirement Must have command approval to participate in SkillBridge Must be able to commit to 12-week program (flexible start dates available)Must pass background check and compliance screening No prior financial services experience required - comprehensive training provided Open to all service branches and ranks Veterans may participate if within 180 days of separation and approved through Career Skills Program Strong attention to detail and ability to follow operational procedures is essential Must be comfortable working in a hybrid environment (some in-office presence required initially for training)

What the work involves

Senior Client Experience Associate Farther is a rapidly growing RIA combining expert advisors with cutting-edge technology to deliver comprehensive, tailored wealth management experiences. We're backed by top-tier venture capital firms and led by innovators from the private wealth industry. Your SkillBridge Experience: This 12-week internship provides hands-on training in: Operations & Systems Fundamentals (Weeks 1, 3): Learn Farther's operational infrastructure, custodial platforms (Fidelity Wealthscape, Schwab Advisor Center), CRM systems (HubSpot), and internal technology tools. Understand RIA business model, compliance requirements, and service workflows that support advisors and clients. Account Opening & Client Onboarding (Weeks 2, 4): Master the complete onboarding process including documentation requirements (Investment Advisory Agreements, Limited Power of Attorney, account applications), KYC/AML compliance, custodian coordination, and new client setup. Learn to identify incomplete applications and resolve common issues. Asset Movement & Transfer Operations (Weeks 4, 8): Process account transfers (ACAT), IRA rollovers, trustee-to-trustee transfers, and in-kind asset movements. Understand custodian-specific requirements, rejection reasons, timing expectations, and proactive client communication during transfers. Trading & Portfolio Operations (Week 5, 8): Learn trade order entry, execution confirmation, settlement processes, and cash management. Process buy/sell orders, rebalancing requests, dividend reinvestments, and required minimum distributions (RMDs) while coordinating with advisors on portfolio changes. Client Communication Excellence (Week 6, 12): Develop professional communication skills for email, phone, and multi-channel interactions with high-net-worth clients. Handle inquiries, set expectations, escalate complex issues, maintain detailed case notes, and practice empathetic problem-solving and service recovery. Custodian Relations & Vendor Management (Week 7): Establish effective working relationships with Fidelity and Schwab operations teams. Learn custodian-specific processes, contact protocols, escalation procedures, and how to leverage custodian resources to resolve client issues efficiently. Complex Problem Resolution (Week 8, 12): Develop troubleshooting skills for account discrepancies, transfer delays, trading errors, and documentation issues. Research problems independently, collaborate with custodians, and communicate solutions clearly to advisors and clients. Compliance & Risk Management (Week 9): Understand RIA compliance obligations, SEC regulations affecting operations, privacy requirements (Regulation S-P), and anti-money laundering procedures. Learn to identify red flags, escalate compliance concerns, and maintain audit-ready documentation. Process Improvement & Cross-Functional Collaboration (Week 10): Identify operational bottlenecks, document process gaps, and collaborate with Product and Engineering teams on system improvements. Propose solutions, test new features, and contribute to continuous improvement initiatives. Alternative Investments & Specialized Services (Week 11): Learn operational requirements for separately managed accounts (SMAs), alternative investment subscriptions (i Capital/CAIS), DST investments, and complex products. Understand documentation requirements, approval workflows, and ongoing servicing needs. Your Impact: Act as key relationship manager for advisors and clients Provide timely, accurate responses to inquiries via email, phone, and other channels Process account openings, transfers, trades, and ongoing service requests Monitor client accounts and proactively address issues Maintain positive relationships with custodians and third-party vendors Identify opportunities to improve operations and client experience Support advisors in delivering exceptional wealth management service Qualifications: Active duty service member within 180 days of separation Strong attention to detail and organizational skills Excellent communication abilities (written and verbal)Ability to multitask and prioritize in fast-paced environment Problem-solving mindset and customer service orientation Comfortable with technology and learning new systems Team player with positive attitude and strong work ethic Bonus Points: Prior experience in administrative, operations, or customer service roles Financial services knowledge or interest in wealth management Experience with CRM systems or operational software Background in logistics, supply chain, or administrative military roles Strong technical aptitude and systems navigation skills What You'll Gain:480 hours of supervised RIA operations training Hands-on experience with custodial platforms (Fidelity, Schwab)Proficiency in financial services operations and compliance Client service skills for high-net-worth client relationships Understanding of investment products and account types Professional network within wealth management operations Strong candidacy for permanent Client Experience Associate position Foundation for potential career path to advisor or operations leadership roles

Locations

las colinas, TX

Where this provider operates

Texasirving · las colinas

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Where this comes from

Source is the Department of Defense SkillBridge directory, filtered to Farther Finance, Inc.. HiredTroops republishes it and adds the plain-language notes. We do not screen, rank, or endorse organizations, and we take nothing from them.

Last checked August 23, 2026, which is older than our normal weekly refresh.

Confirm current program status with the organization and with your command before you commit. This directory is not affiliated with or endorsed by the Department of Defense.