Membership

Join a community dedicated to the professional success and personal wellbeing of women in wealth management.

As a nonprofit, 501(c)(3), firm-neutral organization, the Women’s Alliance of Financial Advisors supports women at every stage of their journey. Our Ambassador Membership Community is a nationwide alliance of professionals who believe that we go further when we go together.

As a member, you gain access to a supportive ecosystem focused on the exchange of ideas, shared resources, and holistic professional support. As a member of our Ambassador Community, you aren’t just joining a roster; you are becoming part of a collaborative force that is scaling gender representation at all levels of financial advising.

The Women’s Alliance of Financial Advisors welcome our male allies, industry leaders, and partners who believe in the value of our mission into our community. Together, we are building a movement to advance the representation of women in the financial advising profession, elevating the wealth management by better serving the evolving needs of today’s clients.

Shared Vision, Collective Impact

Whether you are a seasoned advisor, an industry ally, or a student entering the field, our membership offers a space to engage in advocacy and collaborative thought-leadership. We provide the platform; our members provide the momentum.

Exclusive Member Benefits

CFP® CE Credits: Earn CFP® continuing education credits through select webinars while advancing your expertise and professional growth.

Professional Development: Access specialized resources, webinars, and “lunch & learns” designed for every stage of your career.
Wellbeing & Growth: Gain access to wellness tools and webinars specifically tailored to the unique challenges of professional women.
Community & Conversation: Receive exclusive invitations to our curated online and in-person networking gatherings.
The Member Directory: Engage in direct networking through our searchable nationwide directory of peers and industry leaders.
Mentorship & Coaching: Participate in our woman-to-woman mentorship program and access confidential professional coaching.
Advocacy & Education: Nominate universities for funded programs and help shape the next generation of financial talent.
The Member Marketplace: Enjoy exclusive vendor discounts and business resources tailored to your advisory practice.
The Opportunity Board: Get priority access to career listings, internships, and industry advocacy roles.
Impact & Volunteerism: Influence and empower future female advisors through meaningful volunteer opportunities.

Choose Your Ambassador Membership Level

Join a vibrant membership community dedicated to advancing women in financial advising

Advisors & Allies

Current and Retired Financial

Advisors & Allies

$150/annual dues

Includes:

Membership in an empowered community elevating women in the FA profession

Professional tools, resources, and webinars to support every stage of your career

Access to Woman-to Woman Confidential Coaching and Mentoring Programs

Invitation to all Women’s Alliance in-person and virtual
Community Conversations

Eligibility to join regional circles and membership committees

Exclusive & preferred benefits from Ambassador marketplace vendors

Access to Membership Directory

More!

Future & Early-Career Advisors

Future FAs and FAs in First 4 Yrs

$75/annual dues

Includes:

Membership in an empowered community elevating women in the FA profession

Monthly early-career advisor professional development and lunch & learns

Eligibility to receive Woman-to-Woman Confidential Coaching and Mentorship

Invitation to all Women’s Alliance in-person and virtual Community Conversations

Eligibility to participate on regional circles and membership committees

Exclusive & preferred benefits from Ambassador marketplace vendors

Access to Membership Directory

More!

Students

Currently Enrolled
College Students

$0/annual dues

Includes:

Membership in an empowered community elevating women in the FA profession

Lunch & Learns with experienced women advisors

Eligibility to receive internship placement support

Invitation to all Women’s Alliance in-person and virtual Community Conversations

Eligibility to participate on regional circles and membership committees

Exclusive & preferred benefits from Ambassador marketplace vendors

Access to Membership Directory

More!

Industry Partners

Businesses Supporting Women in Financial Advisory Roles

Custom Quote

Includes:

Digital badge “Our company proudly supports the Women’s Alliance for Financial Advisors” Your company logo featured on Women’s Alliance Website and Ambassador events

Individual Membership discounts for your staff

Invitation to be featured on membership webinars

Invitations to Women’s Alliance in-person and virtual Community Conversations

Eligibility to post job openings on Women’s Alliance job board

Membership with a Mission

Many hands make light work! As champions for women in the financial advising profession, Members of the Women’s Alliance Ambassador Community come together with three primary goals:

1. EMPOWER one another through professional development and support.

2. INSPIRE future generations of financial advising women.

3. BUILD our community to increase our impact and amplify our voices.

As a non-profit organization, we offer firm-neutral collaboration and industry-wide impact to finally

Ambassador Circles

Regional and Affinity Circles for our Ambassador Community

Ambassador Circles are small communities within our larger community, offering opportunities for members to engage in insightful discussions, address shared challenges, foster lasting connections, and drive positive change across the wealth management industry.

Regional Circles: Energized membership communities functioning at the regional level as an extension of the Women’s Alliance, organizing to Empower, Inspire, and Build.
Advocacy Circle: Members passionate about building industry influence through thought leadership, as well as engaging in outreach to students and mid-career changers.
Early-Career Advisor Circle: Connects advisors in their first four years to professional development, community support and networking to help early career women thrive.
Future Advisor Circle: Guides students and career changers through career mapping, providing ongoing support from a community of experienced advisors dedicated to their success.