Wirehouse Options Remain a Popular Choice among Top Producers!
Advice providing professionals registered with the SEC
Wire-house 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. And 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.
Let's Start a Conversation!
How working with Willis Consulting Benefits You
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?
This is How Willis Consulting can Help!
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.
Consider a Career Move with Help from the Experienced Recruiters at Willis Consulting
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
Willis Consulting, Inc.
719 Yarmouth Road Suite 203 Palos Verdes Estates, CA 90274
Willis Consulting, Inc.
8970 E Raintree Drive Suite 300 Scottsdale, AZ 85260