In person

MOU status: DoD MOU current through April 19, 2027.

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At a glance

Programs: 1
Locations: 1
States served: 1

Delivery: In person (1)
Program length: 20 weeks or more (1)
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

Insurance and Financial Services Internship

Detailed listing

Delivery: In person source value: In-Person
Length: About 22 to 26 weeks source value: 151 - 180 days
Branches: Air Force, Army, Coast Guard, Marine Corps, Navy, Space Force
Career field: Business and Financial Operations

Summary

The Financial Services & Insurance Solutions Intern will receive structured, real-worldtraining in core aspects of running and growing a financial services business. This includesexposure to business structuring, marketing strategy, insurance products, securitiesmarkets, client engagement, business and estate planning, and ethical compliance. Internswill work closely with licensed professionals and participate in workshops, mentorship, andproject-based assignments.

What the work involves

Job Title: Financial Services & Insurance Solutions Intern Location: Santa Maria, CAPosition Type: Internship - Full-Time Duration: 25 weeks Compensation: $80,000-$120,000Overview: We are seeking a motivated and detail-oriented intern to join our team as a Financial Services & Insurance Solutions Intern. This internship offers a hands-on learning experience and structured mentorship in the dynamic world of financial services. Interns will gain exposure to key aspects of running and growing a client-centered business, including insurance, investment strategy, marketing, business operations, and estate planning. This is an excellent opportunity for individuals interested in financial advising, business consulting, or entrepreneurship. Key Responsibilities: • Assist in the development and implementation of marketing strategies and client outreach initiatives • Participate in project-based assignments related to business structuring and operational efficiency • Shadow licensed financial professionals during client consultations and strategy sessions • Research and analyze insurance products, retirement plans, and securities markets • Support client relationship management through CRM updates, email follow-ups, and meeting prep • Help prepare materials for educational workshops, presentations, and client events • Gain an understanding of ethical compliance standards and industry regulations • Attend weekly mentorship meetings and professional development workshops Qualifications: • Currently pursuing or have a desire a degree in Finance, Business, Marketing, or a related field • Strong communication and organizational skills • Eagerness to learn and ability to adapt in a fast-paced environment • Proficient in Microsoft Office (Word, Excel, PowerPoint); familiarity with CRM systems is a plus • Interest in financial services, personal finance, entrepreneurship, or client advisory work What You’ll Gain: • Practical knowledge in financial services and business operations • Exposure to real-world business and estate planning strategies • Networking opportunities with experienced professionals in the field • Hands-on experience with tools, processes, and systems used in the financial services industry • A professional letter of recommendation upon successful completion of the internship

Locations

Vandenburg, Santa Maria, CA

Where this provider operates

CaliforniaSanta Maria, Vandenburg

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Where this comes from

Source is the Department of Defense SkillBridge directory, filtered to Legacy Insurance and Financial Services. 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.