InVestra’s Women’s Advisor Development Initiative

InVestra Financial is proposing a pilot program designed to enhance the recruitment, training, and retention of women in financial advisory roles. Recognizing the underrepresentation of women in the field, the initiative aims to create a structured early-career pathway that increases awareness of financial planning among women, recruits them into client relationship roles, and develops their careers towards leadership positions. The program is designed to compete on a transparent apprenticeship model, offering salary, paid licensing, and a structured path to advancement. This approach seeks to address the high failure rate in the industry by removing early-career failure points and ensuring advancement milestones are clear and objective. The program also emphasizes inclusivity, ensuring that while outreach may target women, hiring and promotions remain open to all qualified candidates.