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Job Placement and Financial Literacy Resources

Job Placement

The Renaissance Job Placement Program supports individuals re-entering the workforce by providing job readiness training, résumé and interview support, and direct employment placement assistance. The program focuses on building practical skills, workplace confidence, and career pathways that lead to stable employment and long-term economic success.o create a better world.

Financial Literacy Resources

The Renaissance Financial Literacy Program equips participants with essential money management skills, including budgeting, banking, credit building, and financial planning. Through practical, real-world instruction, the program empowers individuals to make informed financial decisions, build financial stability, and support long-term economic success.

Financial Literacy Program

Year 1: Foundation & Licensing

Licensing Milestones
- Complete SIE and Series 65/66 (RIA setup).
- Add Series 7 if you want full securities brokerage.
- Obtain Series 24 (Principal license) to supervise advisors.
Infrastructure
- Register as an RIA with state or SEC.
- Secure a custodian partnership (Schwab, Fidelity, Pershing).
- Build compliance systems (hire/contract a Chief Compliance Officer).
Community Engagement
- Launch financial literacy workshops in churches, schools, and community centers.
- Begin branding your firm as equity-driven.

Year 2: Recruitment Pipeline

Advisor Recruitment
- Target HBCUs, community colleges, and professional networks.
- Sponsor recruits for SIE + Series 65/66 exams.
- Create a mentorship program pairing new advisors with experienced ones.
Training
- Develop a standardized onboarding curriculum (insurance + investments + compliance).
- Embed structural competency and equity frameworks into training.
Community Wealth Strategy
- Pilot dual enrollment programs with local schools to introduce financial literacy early.
- Begin building a community investment fund (pooled accounts for collective growth).

Year 3: Expansion & Certification

Advisor Growth
- Scale to 30–40 advisors.
- Encourage advisors to pursue CFP, ChFC, CLU for credibility.
Firm Development
- Expand tech stack: CRM, portfolio management, compliance dashboards.
- Establish regional offices or virtual hubs.
Community Impact
- Launch college access scholarships funded by firm profits.
- Partner with nonprofits for financial literacy campaigns.

Year 4: Consolidation & Scale

Advisor Network
- Reach 75 advisors.
- Introduce leadership tracks for senior advisors.
Firm Infrastructure
- Formalize governance board with community leaders.
- Explore multi-sector partnerships (banks, credit unions, housing co-ops).
Community Wealth
- Launch collective investment vehicles (community REITs, pooled equity funds).
- Advocate for policy reforms expanding access to capital.

Year 5: Legacy & Impact

Advisor Network
- Achieve 100 advisors.
- Position firm as a national model for equity-driven brokerage.
Firm Development
- Transition into Director of Equity Innovation in Finance role.
- Build succession planning for long-term sustainability.
Community Wealth
- Measure impact: % increase in African American wealth concentration, college enrollment, home ownership.
- Publish annual equity impact report to showcase systemic change.

Guiding Principles

Equity First: Every product, advisor, and partnership must serve the mission of wealth concentration.
Compliance & Credibility: Licenses + certifications ensure legitimacy and trust.
Community Integration: Outreach, education, and advocacy make the brokerage more than a business — it becomes a movement.
Scalable Systems: Build tech and compliance early so growth doesn’t overwhelm operations.