We are recruiters specializing in the unique needs of established financial advisors who service the retail investment market. Our objective is to help FA's and their clients identify the ideal Broker Dealer or Custodian for their practice.
We are committed to providing the most timely and smoothest transition possible for you and your clients. [More...]


We have over ten years of recruiting experience working exclusively with financial professionals and are currently one of the fastest growing executive recruiting firms in the industry due to our integrity and vast knowledge of emerging trends and industry shifts.
Our mission is to create trust and credibility. We partner with larger institutions and smaller regional firms throughout the U.S. and take the time to understand their unique needs, thus assuring a successful outcome. [Meet Our Recruiters...]
You already know that before making any career change, it’s important to do your homework. That’s why you ended up on our site. You need to ask all the right questions, and make sure you’re getting the right answers.
Our client firms include brokerage firms, custodians, registered investment advisors, and banks. We specialize in the recruitment and placement of registered representatives and advisors.
We will discreetly and professionally represent you and your needs. [Learn More...]

Our recruiting service is free to career seekers. If you are qualified for any of the employment opportunities we have listed please contact us.
Client Relationship Manager
Newtown PA
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Investment Representative
Los Angeles Region
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Senior Account Executive: AE
Los Angeles Region
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There are approximately 110,000 independent FA’s in the United States and the number continues to grow. Clients are comfortable working with financial advisors that operate in this capacity.
Generally independent breakaway firms offer FA’s a very high payout, usually 70% to 90% depending on production level and [Learn More...]
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President and CEO, Bill Willis is the author of numerous articles published in premier trade publications including OnWallStreet, and has been interviewed extensively regarding current trends within the industry. [Read More...]
The Bank Perspective
Have firms gone too far with their huge retention bonuses?
A growing number of wirehouse advisors are showing more interest in bank brokerage programs today. To clarify, almost all wirehouses are now bank-owned, but the [Read More...]
Willis Consulting, Inc.
Corporate Headquarters
719 Yarmouth Road, Suite 203
Palos Verdes Estates, CA 90274
310-373-7400 PST Email
Scottsdale Office
15051 N Kierland Blvd, Suite 210
Scottsdale AZ 85254
480-361-9490 PST Email
New York Office
244 5th Avenue, Suite 1855
New York NY 10001
212-726-2041 PST Email
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Willis Consulting, Inc. 719 Yarmouth Road, Suite 203, Palos Verdes Estates, CA, 90274 USA 310-373-7400