Bank Advisors

New Opportunities Exist in Bank Brokerages

The Bank Brokerage Channel has Become
a Great Place to Work!


of Americans invest in the Stock Market according to Gallup

Million American Households with assets over $1 Million

Bank Advisors in the USA according to Discovery Data

The Benefits of working in the Bank Channel

In the past, Bank Advisors had limited platforms, products and services to work with. But that has all changed. These days, Bank Advisors are provided with the products they need to succeed: endless leads and no cold calling. In addition, Bank Advisors are offered great transition packages.

If you work long hours scouring for clients under an unfair pay scale, there has never been a better time to transition to a bank brokerage.

Take 2 minutes to watch this excellent video explaination about how things have changed at the banks in recent years. And then get in touch with the professional recruiters at Willis Consulting to find out about the great opportunities that exist for you right now.

Let's Start a Conversation!

If you’ve decided to make a move, or even if you’re just thinking about making a move, 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 or in the future.

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

Negotiating Power

Willis Consulting offers representation by expert recruiters who know the financial industry better than anyone.



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


I tried cold calling, charitable work, networking, seminars and every other idea my wirehouse firm threw at me. Nothing got me in front of enough people to meet my goals!

Bank Advisor

Transitioned from Wirehouse

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.

Bank Advisor

Happy with The Move

I have bankers, lenders and trust people on tap to help with every case that needs experts. I didn’t want to leave the pretty office and sit in a bank. I was so wrong.

Bank Advisor

Appreciates the Support

6 + 11 =

Willis Consulting, Inc.

Corporate Headquarters

719 Yarmouth Road Suite 203 Palos Verdes Estates, CA 90274

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Willis Consulting, Inc.

Scottsdale Office

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480-361-9490 PST