
About Support to Succeed
Support to Succeed's mission is to build and develop a network of at least 3,000 licensed financial services professionals from alternative skilling pathways across 5 U.S. cities within the next 5 years
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
We serve adults ages 25- 45 from alternative pathways such as community colleges and workforce development nonprofits. We focus on those who did not earn a Bachelor’s degree from a full-time, 4-yr institution.
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




