• Financial Advisors

    Financial Advisor JobsYou 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 financial advisors.

    Our primary mission is to place you with the firm that will best complement your career goals and objectives. We will discreetly and professionally represent you and your needs.

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  • Breakaway Brokers

    Breakaway BrokersThere 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 financial advisors a very high payout, usually 70% to 90% depending on production level and the amount of services you pay for.

    Current statistics support that if you’ve developed solid relationships with your clients at a national wirehouse, you can expect a loyal client following when you make the change to an independent broker.

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Meet Our Experienced Financial Advisor Recruiters

Our highly experienced and unique financial services recruiters are veterans of their industry and most have actually worked in the financial services arena as producers or managers.

Over the years, they have developed vast networks, resources and relationships which enable them to present career candidates with opportunities which meet their goals and career objectives.

We invite you to view the background and qualifications of the executive recruiters of our financial services recruiting firm.

Apply for a Financial Services Position

Willis Consulting recruits top performing investment professionals for the financial services industry.

We work for client firms to recruit the most successful finance services professionals available.


Apply Now OR Contact Us

Who We Are

Founded in 2000, and headquartered in Los Angeles, Willis Consulting is a boutique financial services recruiting firm that specializes in the complex and unique needs of established financial advisors.

We service a broad range of clients specifically in the financial services space throughout the United States, including:

  • National Wirehouse Brokerage Firms
  • Regional Brokerage Firms
  • Independent Broker Dealers
  • Bank Brokerage Channels
  • HNW and UHNW Investment Boutiques
  • We Understand Your Needs

    We understand each client situation is unique and requires a tailored approach.

    We are dedicated to investing time, energy, and hard work to create trust and credibility with our client firms.

    Our established clientele continue to partner with us because we are

    knowledgeable of their unique needs
    results driven
    and most importantly, confidential.

  • News and Media

    Bill WillisPresident 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.
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    Recruiter’s Tour of Raymond James

    Before coming aboard, every prospective hire at Raymond James must make a home-office visit. It allows the advisor to evaluate the firm, while giving senior officials a chance to get acquainted with the advisor.
    Read More

  • Contact Us

    Willis Consulting, Inc.
    Corporate Headquarters
    719 Yarmouth Road, Suite 203
    Palos Verdes Estates, CA 90274
    310-373-7400 PST Email

    Scottsdale Office
    8970 E Raintree Drive, Suite #300
    Scottsdale AZ 85260
    480-361-9490 PST Email

    New York Office
    244 5th Avenue, Suite 1855
    New York NY 10001
    212-726-2041 PST Email