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Skyscrapers

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

CONTACT US

If you are interested in learning more about our work, we would love to hear from you. 

DONATE

Donate to support talented individuals from alternative pathways to pass the Securities Industry Essentials (SIE) exam and land well-paid, licensed finance positions.

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Support to Succeed is a non-profit 501(c)(3) organization.

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