McNellis & Asato, Ltd.
MOU active through Dec 2027Defense Industrial BaseDetailed listingChecked
McNellis & Asato, Ltd. is on the Department of Defense SkillBridge authorized organization list. The DoD directory publishes 2 programs for this organization across 2 locations.
Hybrid
MOU status: DoD MOU current through December 22, 2027.
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- MOU active
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- MOU date not stated
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- Detailed listing
- The employer filled in most of its record: length, delivery method, eligibility, and a description of the work.
- Partial listing
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- Sparse listing
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At a glance
- Programs
- 2
- Locations
- 2
- States served
- 1
- Delivery
- Hybrid (2)
- Program length
- 20 weeks or more (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
Financial Operations & Paraplanning (FOP) — Branch Professional Track
Detailed listing
- Delivery
- Hybrid source value: Hybrid (In-Person and Online)
- Length
- About 22 to 26 weeks source value: 151 - 180 days
- Branches
- Air Force, Army, Coast Guard, Marine Corps, Navy, Space Force
- Target MOCs
- Admin, Operations, Planning, Logistics, Recruiters, etc.
- Career field
- Business and Financial Operations
Summary
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.
Eligibility
4 year degree required
What the work involves
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.
Locations
- Bloomington, MN
Team Excellence & Leadership Coach (TELC) — Internal Training Track
Detailed listing
- Delivery
- Hybrid source value: Hybrid (In-Person and Online)
- 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
- Defense Industrial Base
- Yes
Summary
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.
Eligibility
4 Year College Education, Proven Leadership Roles
What the work involves
This hybrid role, with approximately half of the schedule spent in the office, focuses on developing both individual team members and the team as a whole through consistent 1:1 coaching, group sessions, and other proven leadership strategies. The position is responsible for ongoing performance and professional development, fostering a high-engagement culture, and strengthening overall team effectiveness. It also supports enhanced executive leadership engagement by facilitating thoughtful, strategic discussions and by reviewing and reinforcing the organization’s strategic plan, vision, and mission to ensure alignment across the team. In addition, the role participates in directed client events as part of the team, helping reinforce relationships and represent the firm’s values and leadership presence.
Locations
- Bloomington, MN
Where this provider operates
- MinnesotaBloomington
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Where this comes from
Source is the Department of Defense SkillBridge directory, filtered to McNellis & Asato, Ltd.. HiredTroops republishes it and adds the plain-language notes. We do not screen, rank, or endorse organizations, and we take nothing from them.
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