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How to become a financial advisor

Proven Sales Success? Ready to work hard?

Being a financial advisor is a highly sought-after career choice!

Number of certified financial planners (CFPs) in the U.S


Financial advisors who are over 49 years old


Financial advisors who are under 40 years old

What you need to succeed

Are you ready to take your successful sales skills and turn them into a satisfying long-term career in a respected industry?

Willis Consulting can help you and guide you in the right direction BUT there are certain things you need to possess before even considering a profession in Financial Planning:

A respected referral source

Someone you can trust to recomend your work.

A successful academic history

BA or better. Your major is not a deciding factor.

A proven sales history

including prospecting, closing, and servicing relationships.

A burning desire to succeed

Ready to do whatever it takes to overcome any obstacle.


Make a move into the financial planning industry

If you are still reading and you’re nodding your head in agreement, Willis Consulting may be able to help you! Get in touch with us and mention “Entering the Financial Planning Industry” on the contact form. We are always willing to offer advice to good people who will continue to help make this industry great!

Let's Start a Conversation!

If you’ve decided to make a move, or even if you’re just thinking about making a move, start a relationship with the Financial Advisor Recruiters at Willis Consulting. We will look out for your best interests and advise you on your best move now or in the future.

  • Send us your contact details and we will get in touch with you.

Los Angeles

719 Yarmouth Road, Suite 203

Palos Verdes Estates,

CA 90274


22601 North 19th Ave, Suite 229


AZ 85027