Start your Shelton Academy journey.
Join Our Team
The Shelton Academy is an 18-month, full-time paid training program designed to help early-career professionals build a strong foundation in financial services.
Based in our Denver office, Academy participants learn alongside their peers, prepare for FINRA licensing exams and gain hands-on experience across Client Service, Investment Operations, and Sales and Digital Marketing.
- Applications are accepted when Academy opportunities are available.
- Visit your college career platform or search for Shelton Academy opportunities on Handshake.
- Find us at college career fairs along the Front Range.
Your Academy Experience
Explore
Rotate through Client Service, Investment Operations, and Sales/Digital Marketing to understand how the organization works across departments.
Grow
Build communication, analytical, organizational and relationship-management skills that can support a long-term career in financial services.
Contribute
Develop authentic client service skills while learning how to support mutual fund shareholders, retirement plan participants and financial professionals.
Advance
Study for the FINRA Series 7 and Series 63 licensing exams alongside your Academy peers, with structured resources and support.
Learn the business from different perspectives.
Rotations: explore financial services Across Three Core Areas
A career in financial services can take many forms. The Shelton Academy gives participants the opportunity to explore several of them.
Throughout the program, you will develop practical skills, work with experienced professionals and learn how different teams contribute to the client experience.
You will also receive resources and training to prepare for the FINRA Series 7 and Series 63 licensing exams.
Client Services
6 Months
Learn how strong relationships are built through clear communication, responsiveness and attention to detail.
- Communicate with mutual fund shareholders, retirement plan participants and financial professionals
- Support inbound and outbound client conversations
- Review correspondence and documentation for accuracy
- Help process client transactions
- Assist with the timely resolution of service requests
Investment Operations
6 months
Gain experience with the processes and partnerships that support mutual fund and ETF operations.
- Assist with financial statements, schedules and reporting materials
- Support account and asset reconciliations
- Coordinate with internal teams and third-party service providers
- Review transaction information for accuracy
- Contribute to operational projects and reporting
Sales & Digital Marketing
6 months
Spend six months immersed in sales and digital marketing while learning how Shelton builds relationships, communicates with advisors and supports business growth.
- Work alongside the sales team to support advisor and prospect relationships
- Help turn investment research and product information into advisor-ready materials
- Create and coordinate content across the website, email and social media
- Help execute digital campaigns and track what is driving engagement
- Learn how the technology behind modern sales and marketing supports growth
- See how sales and marketing work together to strengthen relationships and support the business
A Close-Knit experience with Firmwide Perspective.
At Shelton Capital Management, we combine institutional experience and investment expertise with the personal, client-centered approach of an independent investment boutique.
Academy participants have the opportunity to learn within a collaborative organization, interact with professionals across departments and see how their contributions connect to the broader business.
Shelton Capital Management has been recognized by Pensions & Investments as one of the Best Places to Work in Money Management for six consecutive years.
Meet the Current Academy
Cord Kringlen
June 2026 – December 2027
“What surprised me about the program was the number of different career paths that are possible in the finance industry. Being exposed to multiple different roles is helping me identify my strengths and what career path I am most interested in.”
- 2026 graduate from Indiana University with an undergraduate degree in Finance
- Current academy rotation: Client Services
- A skill they are developing: Building collaborative relationships through outbound and inbound calls with mutual fund shareholders, 401 (k) plan participants, and Registered Investment Advisors
- What they would tell a future applicant: The academy provides a great opportunity to learn about all the different stakeholders and moving pieces of an investment management firm
- A project or responsibility they found meaningful: Outbound calls to shareholders for proxy voting following our acquisition of an ETF
- Favorite memory (so far): Joining our Internal Sales Associates at a CFA golf event that we sponsored earlier this summer
Learn from those who came before you.
Shelton Academy alumni have gone on to apply their experience across different areas of Shelton Capital Management and the financial services industry.
Marqus Avalos
2025 | Private Wealth Associate at Alliance Bernstein
I valued the opportunity to get licensed and have all of that covered by the firm. I learned the importance of authentic client service. In Investment Operations, I learned the importance of being detail oriented. The academy helped me get real-world experience at a growing firm and helped me decide which route of investment finance to go down.
Kendall Floyd
2025 | Digital Marketing Associate at Shelton
After graduating from college, I felt overwhelmed by the possibilities of what could come next. The Academy provided the structured environment I needed to gain experience, explore potential career paths, and develop a clearer sense of the direction I wanted to pursue. It gave me resources to continue my education beyond the classroom, learn from extremely talented and dedicated mentors, and build the skills I needed to succeed beyond the Academy.
Renee Calvanese
2023 | Operations Administrative Assistant at Shelton
I found Shelton Academy through CU Boulder’s career office, and it turned out to be the perfect way to start my career. Rotating through three different departments gave me hands-on experience and helped me figure out what I enjoyed most. That experience led me to a full-time role with Shelton Capital Management, and I’m grateful I had the opportunity to explore different paths before finding the right fit.
Dan Klusky
2023 | Financial Advisor at Callahan Financial
Shelton Academy is where I got my start in the finance world. What I valued most about the program was being able to complete the series licensing while getting sales experience and working with a great team. During my time in the academy, I learned a new set of skills, like fostering relationships with people in my territory, which has carried on to my role now as a financial advisor, where I can use my experiences to connect better with my clients.
Mclain Ralston
2022 | Investment Operations Analyst at Shelton
I valued the opportunity to get a glimpse into the different departments of the firm and getting to see how they all come together and work with one another to ensure the firm provides authentic client service. It was also valuable to work closely with the employees in each department, and I was able to form close relationships with people throughout the whole company.
Skills You Bring
We are looking for candidates who are ready to learn, contribute and grow.
Strong candidates demonstrate:
- A genuine interest in financial services
- Clear written and verbal communication skills
- Strong organization and attention to detail
- Professionalism and sound judgment
- The ability to manage multiple priorities
- Curiosity and a willingness to ask questions
- The ability to work independently and collaboratively
- A commitment to authentic client service
- Motivation to take on new responsibilities
A degree in finance is not required. Candidates from a range of academic and professional backgrounds are encouraged to apply.
Program details
| Program length | 18 months |
| Employment status | Full-time, paid position |
| Location | Denver, Colorado |
| Benefits | Healthcare benefits, paid time off and a matching 401(k) plan |
Shelton Academy in action
