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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.

1) A Respected Referral Source
2) A Successful Academic History – BA or better – Your major is not a deciding factor
3) A Proven Sales History – including prospecting, closing, and servicing relationships
4) A Burning Desire to Succeed – ready to do whatever it takes to overcome any obstacle

If you possess the preceding four qualifications you will be considered by top financial planning firms BUT you will have to pass a series of screening exams before any top firm will commit to an interview.


Keep in mind that if you make it through the interview process you will need to pass certain licensing exams in order to work in the industry and be admitted to any firms’ financial training program.

And then the work begins!

Keep in mind #4 above. If you honestly want to secure a great position in the Financial Planning Industry you will have to work hard and sacrifice a lot to get there.

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 become a financial advisor, 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 and in the future.

Execute Your Game Plan…Contact Us Today!

Willis Consulting, Inc.

Corporate Headquarters

719 Yarmouth Road Suite 203 Palos Verdes Estates, CA 90274

310-373-7400 PST

Willis Consulting, Inc.

Scottsdale Office

8970 E Raintree Drive Suite 300 Scottsdale, AZ 85260

480-361-9490 PST