Support to Succeed

Pathways to High-Paying, Licensed Financial Services Careers for Nontraditional Candidates

Support to Succeed builds pathways for untapped talent pipelines into client-facing finance careers by preparing candidates to pass industry-recognized licensing exams and secure long-term roles.

Financial services faces a growing shortage of wealth advisors and remains predominantly white and male, while excluding talented adults without elite four-year degrees. Support to Succeed is an end-to-end solution addressing root barriers - degree screens, licensing exams, and limited networks. We shift narratives through a scalable model that admits nontraditional candidates, focusing on women and people of color, prepares them to pass licensing exams and land jobs, and supports long-term persistence in high-demand, AI-resilient careers.

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Primary Barrier
Narrow Narratives
Location
Massachusetts
Solution Region
New England
Community Type
Urban
Annual Operating Budget
Less than $1 Million