Willis Consulting

Willis Consulting is a specialist recruitment agency founded on the principle that financial advisors deserve a recruiting experience grounded in genuine listening and strategic partnership rather than ego-driven assumptions. Led by Founder and CEO Bill Willis, the company has built its reputation by beginning every engagement with undivided attention, avoiding rushed conversations and generic placements. Willis Consulting's approach is straightforward: the team strategises with clients rather than talking over them, guiding talent toward meaningful career progression tailored to individual circumstances and aspirations.

The agency specialises exclusively in financial services recruitment, with a deep bench of experienced recruiters who bring complementary backgrounds in financial services, real estate, and related sectors. Each team member brings years of tenure at Willis Consulting, with many having worked in financial services themselves, enabling them to understand the nuances of advisor placement, career transitions, and the specific needs of advisory firms seeking to build or strengthen their teams.

Willis Consulting operates from two primary locations: Los Angeles, California, and Phoenix, Arizona. The company serves financial advisory firms and institutions across the United States, building long-term relationships with clients who value the agency's commitment to understanding goals before making placements. Clients choose Willis Consulting for its refusal to make promises it cannot keep, its strategic approach to talent acquisition, and its recognition that no two advisors or advisory firms are identical, requiring bespoke recruitment solutions rather than one-size-fits-all placements.