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Senior Practice Management Consultant - Comp = $200,000+

Willis Consulting, Inc.
Los Angeles, California
Base salary is $150k + bonus (guaranteed $50k)= Total Comp of $200k+ with full benefits & many perks
Closing date
Apr 7, 2023

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Job Role
Wealth Management
Employment Type
Full Time
Experience Level
10 or more years
CFP® Certification
Not necessary

Job Details

This opportunity is with a Regional Broker Dealer to join their Practice Management and Professional Development team working directly with Financial Advisors in a consulting and coaching capacity that focuses on practice management strategies that enhance growth, client engagement and client retention.

Compensation: $150,000 base salary + bonus (guaranteed $50,000) so Total comp = $200,000+ with full benefits & perks

Location:  Ideally Los Angeles or Denver or any major city in the Western US


  • FINRA Series 7 and 66 (preferred)
  • Minimum of 5-10 years of industry experience working with Financial Advisors or as a Financial Advisor
  • Skilled in coaching or consulting with a focus on team dynamics
  • Experience helping Financial Advisors develop growth strategies and tactics
  • Ability to occasionally travel
  • Bachelor's degree

Job Duties:

  • Develop trusted relationships with Financial Advisors and Advisor Teams in a consulting and coaching capacity, focusing on practice management strategies that enhance growth, client engagement and client retention
  • Assist in the creation of resources and direct communication for Financial Advisors to help them integrate best practices, processes and tactical tools into their practices
  • Help develop the firm's Growth and Productivity strategies supporting the adoption of optimal practices, tools, and technology to drive organic growth
  • Collaborate with various Advisor Solutions Team product and service specialists to determine optimal actionable strategies that best support specific Advisor or Team goals


Willis Consulting, Inc. is an independent recruiting firm who represents many opportunities. We take a consultative approach by recommending the best fit for the advisor and their clients; we guarantee professionalism, efficiency, and discretion throughout the process. Please contact William Hill if you have any questions.

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