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The VETSTEPS Apprenticeship offers the training and

development to become a fully licensed Financial Advisor.


VETSTEPS is a Financial Advisor Apprenticeship program designed to build your new career from the ground up  

There's a reason your military career started with basic training.  VETSTEPS starts with the basics and by the time you have successfully completed the program, you will be a fully-licensed Financial Advisor with income from your own established practice that you have developed with the help of your mentor. 

What's different about this program? 

You hear a lot of talk about "veteran friendly" these days.  And that's a good thing.  We commend all employers who are making a conscious effort to help American veterans find jobs.  We take it very seriously. VETSTEPS was specifically developed to incorporate the training, the tools and, most critically, the time needed to ensure a successful transition to civilian life as a Financial Advisor.  VETSTEPS was developed based on Department of Labor and Veterans Administration requirements so that you could use your Post 9/11 GI Bill benefits while you learn. 

VETSTEPS does NOT ENCUMBER your earned VA education benefits 

Your earned VA benefits are not required for tuition or any fees related to training. As an Apprentice, your VETSTEPS earnings will cover the costs of all Industry associated required fees related to building your financial advisor business (i.e. technology, licenses, subscriptions, etc.). We train you for your gain. Your VA benefit check is sent directly to you for you to use as you see fit. This is our commitment to you as a United States Military Veteran. 



ALL VETSTEPS CANDIDATES MUST MEET THE FOLLOWING REQUIREMENTS: 

You must be Life & Health Licensed (if you don't have your license, we can help you get one prior to entering VETSTEPS) 

You must pass a background check 

You must take a Career Aptitude Test 

If you are using your VA Benefits, you must supply a copy of your Certificate of Eligibility 

Client Centered

We are a DoD SkillBridge and CSP-Approved Organization 

FELLOWSHIP PROGRAMS FOR ACTIVE-DUTY SERVICE MEMBERS WITHIN 6 MONTHS OF TRANSITION 

3-Month Financial Services Fellowships available through all VETSTEPS-affiliated Firms. 

Learn more

*We expect that candidates who graduate from our Training and Development curriculum fully-licensed will enter into a contract with The Guardian Life Insurance Company of America, or one of its subsidiaries, because we want you to continue your career as a Financial Advisor with us. Of course, you will have to meet the standards and requirements to be offered that contract.  Strategic Wealth Specialists is an equal opportunity employer.  All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law. 


A Financial Advisor must be registered as an investment advisor representative with PAS providing investment advisory services. An individual cannot become a Financial Advisor or use that term with clients until meeting that criteria. 


Many independent parties will be supporting you on this journey. The VETSTEPS Apprenticeship Program (VETSTEPS) is a Department of Labor (DOL) - approved job training program developed and solely sponsored by VETSTEPS Financial. Strategic Wealth Specialists is offering VETSTEPS in your area and will be providing you with a VETSTEPS Mentor to help guide you through the program. Your VETSTEPS Financial Apprenticeship Supervisor, in conjunction with your Strategic Wealth Specialists VETSTEPS Mentor, will supervise, monitor, and report on your development as an apprentice and your achievement of DOL-required milestones in the program to enable to you to receive your VA benefits to the extent you qualify for such benefits. Ultimately, VETSTEPS Financial will have sole discretion on whether you continue in and eventually complete VETSTEPS. Any Apprentice or Field Representative Agreement you enter into with Guardian, and related association with Strategic Wealth Specialists, can be maintained separately from your involvement in VETSTEPS. VETSTEPS Financial is not an affiliate or subsidiary of either Guardian or Strategic Wealth Specialists. VETSTEPS Financial, Guardian and Pacific Advisors are not affiliated with the DOL or the Veterans Administration. Contact the individual department or agency for additional information regarding eligibility of benefits.