For Employers
We partner with financial institutions to hire candidates from untapped pipelines who have passed the Securities Industry Essentials (SIE) exam into licensed pathway positions
How We Can Work Together
TALENT PIPELINE
We connect financial institutions to a pipeline of vetted candidates from workforce development nonprofits, community colleges, and other educational pathways. These candidates have passed the Securities Industry Essentials (SIE) exam and have relevant prior experience in customer service, sales, or financial operations.
INCUMBENT WORKER TRAINING
We offer SIE preparation support for incumbent entry-level workers who are traditionally overlooked for licensed roles. Our program provides cohort support and individualized coaching to help candidates pass the exam and pursue promotions into licensed roles.
ON-THE-JOB SUPPORT
We also provide on-the-job coaching to candidates in our target population in licensed roles. We support candidates to acclimate to a new culture and pass advanced licensing exams.
How We Add Value
We provide proven, research-based supports tailored to our target population to select, train and support a talented pipeline of traditionally under-represented candidates
We Recruit from Largely Untapped Channels
Our recruiting channels include alumni of banking programs, community colleges, and workforce development nonprofits.
We Select Candidates Based on Employer Needs
Our candidates demonstrate strong client service skills, unique resilience and persistence, and a drive to pursue a career in financial services.
We Tailor Our Supports to Our Target Population
Our program is rooted in restorative justice principles and provides supports for the holistic candidate, ranging from tailored, one-on-one coaching to career path education.