Growth-Focused Wealth Advisor (On-Site)

Focus Financial Partners; Lake Forest (IL); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Alley Company in Lake Forest, IL, is seeking a high-energy Wealth Advisor to drive new business growth while supporting client service. You will build relationships with high-net-worth individuals, develop referral networks, and partner with leadership to expand centers of influence.

This role is on-site five days a week, with a base salary between $100,000 and $150,000, plus incentive compensation and a comprehensive benefits package including medical, dental, vision, life insurance, and a

Qualifications

• Bachelor’s Degree required. Progress towards CFP and/or CFA is a plus.
• 5+ years of relevant experience in wealth management or advisory roles.
• Proven ability to develop new business and cultivate client relationships.
• Strong networking and interpersonal communication skills.
• Entrepreneurial mindset with a sales-driven approach to business development.
• Passion for wealth management, investments, and relationship management.

Responsibilities

• Proactively source and develop new client relationships with high-net-worth individuals and families.
• Generate and schedule meetings with prospective clients through networking, referrals, and centers of influence.
• Build relationships with external partners including accounting firms, real estate professionals, attorneys, and other strategic referral sources.
• Work alongside leadership to expand center of influence channels and community presence.
• Maintain an active pipeline of prospects and business development opportunities.
• Learn the firm’s investment philosophy, client experience model, and operational processes.
• Support existing client relationships in an account servicing capacity.
• Partner with the investment and research teams to understand portfolio strategy and market positioning.
• Assist senior advisors and relationship managers with ongoing client needs and communication.
• Help deliver a high-touch, white-glove client experience.

Skills

Networking

Interpersonal communication

Entrepreneurial mindset

Business development

Education

Bachelor’s Degree

Progress toward CFP/CFA

Job description

Alley Company in Lake Forest, IL, is seeking a high-energy Wealth Advisor to drive new business growth while supporting client service. You will build relationships with high-net-worth individuals, develop referral networks, and partner with leadership to expand centers of influence.

This role is on-site five days a week, with a base salary between $100,000 and $150,000, plus incentive compensation and a comprehensive benefits package including medical, dental, vision, life insurance, and a