Wirehouse Brokers
Wirehouse Opportunities for Experienced Financial Advisors
Wirehouse options remain a popular choice among top producers!
Advice providing professionals registered with the SEC
Wirehouse advisors across the USA - according to Discovery Data
%
of CFP's in the US are female; 76% of CFP's in the US are male
Your Best Fit could be
Just one move away
It is possible that your current wirehouse firm doesn’t appreciate just how much you contribute each day. The good news is that sophisticated firms are offering record-breaking transition packages and incentives to attract successful financial advisors, like you.
Whether you feel like you are bogged down in red tape, you need a new geographical fit, or your current level of support doesn’t reflect your true value, you have options. Willis Consulting can help you find them—all of them.
With decades in the financial adviser recruiting business and countless contacts among all the key wirehouse firms, Willis has its finger on the pulse of the financial industry. We will help you find your best fit—when you decide you are ready to make a move.
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
After a collapse of support at our old firm we were at a crossroads. We were largely convinced what we needed no longer existed. Willis Consulting proved us wrong.
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.
Contact Us
Los Angeles
719 Yarmouth Road, Suite 203
Palos Verdes Estates,
CA 90274
Scottsdale
22601 North 19th Ave, Suite 229
Phoenix,
AZ 85027