Willow Certification for Financial Advisors

Willow is a women-owned, women-focused company.

We help financial advisors deliver guidance and coaching to clients in the New Majority.

As a Willow employee, you’ll be a part of an award-winning venture where your contributions will make a big impact and positive difference in real people’s lives!

Diverse life experiences

Upbeat “can do” attitudes

The ability to work in a fast-paced environment

An unending interest in learning

If you have a shared passion for Willow’s mission and are interested in joining our team, please send your resume and cover letter to careers@trustwillow.com.

We currently do not have any open positions, but we’re always on the lookout for talented individuals. Feel free to check back later or connect with us for future opportunities.

Sales Director

Boston, MA (Remote)

Our Promise

At Willow, we believe that a diverse, equitable and inclusive workplace makes us a more relevant, more competitive, and more resilient company. We encourage people from all backgrounds, ages, abilities, and experiences to apply. Willow is an equal opportunity employer. We do not discriminate on the basis of race, color, ancestry, religion, national origin, sexual orientation, age, citizenship, marital or family status, disability, gender, gender identity or expression, pregnancy or caregiver status, veteran status, or any other legally protected status.

Willow helps financial professionals to acquire & grow business with today’s clients.

For Individuals

Get Matched

Advisor Vetting

For Advisors

Advisor For Women™
Certificate Program

Advisor For NextGen™
Certificate Program

Find Clients

Client Content & Events

Advisor Training & Events

Willow Talk

About Us

Willow Partner Advisors, LLC (“Willow”) is not affiliated with any third-party Advisers and neither Willow nor any of its representatives are authorized to provide investment advice on behalf of a Willow or to act for or bind as an Adviser. Each matched Adviser has entered into an agreement with Willow under which the Adviser pays Willow a combination of fees. The fees paid by the Advisers to Willow are paid irrespective of whether you become a client of an Adviser and are not passed along to you. However, the presence of these arrangements may affect an Adviser’s willingness to negotiate below their standard investment advisory fees, and therefore may affect the overall fees paid by clients introduced by Willow through the Willow platform. Please ask your Adviser for more information about their fees.

Neither Willow nor its affiliates are engaged in providing investment advice. Willow does not receive, control, access, or monitor client funds, accounts, or portfolios. Willow does not warrant any services of any Adviser and makes no claim or promise of any result or success of retaining an Adviser. Your use of the Willow platform, including the decision to retain the services of any Adviser, is at your sole discretion and risk. Any services rendered by an Advisers you contact are solely that of the Adviser. Willow and its affiliates are not responsible for the accuracy or reliability of any information contained on third-party websites.

Willow Partner Advisors, LLC. is an SEC registered Internet Only Registered Investment Advisor. Willow does not provide securities recommendations or manage client assets. Willow is a service that matches potential clients with fiduciaries that are trained to work with a client’s life situation. All investments involve a risk of loss.

Disclosure for Endorsements
Willow Partner Advisors, LLC. is an SEC registered Internet Only Registered Investment Advisor. Testimonials and endorsements may have been solicited. Testimonials come from our advisor partners that pay Willow to participate on our platform. Willow does not pay for any testimonial or endorsement. Willow does not provide securities recommendations or manage client assets. Willow is a service that matches potential clients with fiduciaries that are trained to work with a client’s life situation. All investments involve a risk of loss.