About Support to Succeed
Support to Succeed's mission is to build and develop a network of licensed financial services professionals from alternative skilling pathways across the U.S.
Across the U.S., communities need quality financial advice to build their futures. Demand for financial advisors is projected to grow by 17% in the next decade with a projected shortfall of 100,000 advisors. Meanwhile, 2.6 million individuals with transferable skills - in key domains such as customer service and financial operations - can't access these roles.
By connecting these individuals to high-paying, client-facing roles like financial advisory, we can increase their annual earnings by over $30,000 and help companies to both reduce their recruiting costs and better reflect the communities they serve.
Who We Serve
Support to Succeed partners with talented individuals who are eager to build meaningful careers in the financial services industry but may not have had traditional access to these opportunities.
We primarily serve participants who:
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Adults ages 25–45, often from low-income communities.
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Career changers from customer-facing industries such as retail, hospitality, IT sales or healthcare.
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Participants do not need a college degree to participate. Most of our candidates are working full time while completing the program.
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Individuals who are currently underemployed. For example, working in customer service, retail banking, or financial operations roles that do not typically lead to high-paying, front-office careers, or earning the wage equivalent of $40,000 or less annually.
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Individuals with strong client service skills and a clear interest in financial services, as demonstrated during the interview process.
Through training, mentorship, and career coaching, Support to Succeed helps these individuals gain the confidence, skills, and network to thrive in competitive, high-growth roles across the financial sector.
For Employers
We partner with financial institutions to recruit and train under-represented candidates to pass the Securities Industry Essentials (SIE) exam and pursue licensed roles
For Partners
We enable existing organizations serving our target population to select, train and support candidates seeking to enter licensed roles in financial services
For Candidates
We create pathways to well-paid, in-demand careers in financial services for candidates from low-income communities with non-traditional academic backgrounds
Our Vision
We aim to enable our candidates to reach the highest-level roles in financial services, which has far-reaching impacts on low-income communities.
The staff of financial institutions reflect the communities they serve
The financial services sector is an engine of economic mobility for low-income communities
Every community member can access financial advisors who can relate to them
