Bank Advisors
New opportunities exist in bank brokerages
The bank brokerage channel has become
a great place to work!
%
of Americans invest in the Stock Market according to Gallup
Million American Households with assets over $1 Million
Bank Advisors in the USA according to Discovery Data
The benefits of
Working in the bank channel
In the past, bank advisors had limited platforms, products and services to work with. But that has all changed. These days, bank advisors are provided with the products they need to succeed: endless leads and no cold calling. In addition, bank advisors are offered great transition packages.
If you work long hours scouring for clients under an unfair pay scale, there has never been a better time to transition to a bank brokerage.
Assess how you feel about your current position
Compensation
Are you getting paid what you feel you’re worth?
Management & Culture
Is there a place that could be a better fit for your personality and style?
Location
Do you dream of not having to spend so much time commuting? Or do you just want to live in a different part of the country?
Compliance
Do you feel you are spending too much time on red tape?
Technology
Is your company optimizing the success of your career by keeping up with the ever-changing world of Financial Tech?
Industry Knowledge
Our decades of experience means that we understand the special challenges you face. We know where the jobs are, and the nuances of culture at brokerages around the country.
Industry Contacts
Simply put, we have relationships with almost all of the Major Players in the financial services sector. We’re not kidding.
Negotiating Power
Our thorough knowledge of the industry means that we are able to negotiate fair terms and compensation for you.
Discretion
Your confidence and confidentiality are paramount
Administrative Assistance
Signing a contract is just one step in a transition. We’ll help you through the entire process
This is how Willis Consulting can help!
Considering a career move?
Negotiating Power
Willis Consulting offers representation by expert recruiters who know the financial industry better than anyone.
Discretion
Discretion is key in Financial Advisor Recruitment. At Willis Consulting, we take confidentiality seriously.
Financial Freedom
The financial freedom of your clients is your job. Your financial freedom is ours. Let Willis Consulting take care of you.
%
Financial Advisors over 49 years old
%
Financial Advisors under 40 years old
%
Projected job growth over 10 years
%
CFP's in the US who are female
Testimonials
I tried cold calling, charitable work, networking, seminars and every other idea my wirehouse firm threw at me. Nothing got me in front of enough people to meet my goals!
I get referrals every single day from my banking partners. In two years my assets have tripled and my comp has doubled. I also get to do what I love best which is planning.
I have bankers, lenders and trust people on tap to help with every case that needs experts. I didn’t want to leave the pretty office and sit in a bank. I was so wrong.
Contact Us
Los Angeles
719 Yarmouth Road, Suite 203
Palos Verdes Estates,
CA 90274
Scottsdale
22601 North 19th Ave, Suite 229
Phoenix,
AZ 85027