Wealth Advisor

Network Firms; 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, Illinois is seeking a highly motivated Wealth Advisor to drive new business growth while supporting client servicing. The role offers on-site work five days a week, with potential flexibility based on performance and business needs.

You will source and cultivate relationships with high-net-worth clients and build partnerships with centers of influence to expand opportunities three books of business.

Qualifications

• Bachelor's Degree required.
• Progress towards CFP and/or CFA is a plus.
• 5+ years of relevant experience.
• Proven ability to develop new business and cultivate client relationships.

Responsibilities

• Prospect and develop new client relationships with high-net-worth individuals and families.
• Schedule meetings with prospective clients through networking, referrals, and centers of influence.
• Build relationships with external partners (accounting firms, real estate professionals, attorneys, etc.).
• Support existing client relationships in an account servicing capacity and deliver high-touch client experience.

Skills

Networking

Interpersonal skills

Entrepreneurial mindset

Sales driven

Education

Bachelor's Degree

CFP/CFA progress

Job description

Alley Company is a registered investment advisory firm located in Lake Forest, Illinois. The firm was founded in 1998 by Steven J. Alley with a clear purpose: to provide clients with understandable, long-term financial planning and investment management that is rooted in quality.

We are seeking a highly motivated Wealth Advisor to join our team. This individual will play a critical role in driving new business growth while also learning and supporting the client servicing side of the business.

This is an ideal opportunity for a business development focused advisor who thrives on building relationships, developing referral networks, and generating new client opportunities while gaining exposure to investment management and client service opportunities. This individual has the opportunity to service 3 books of business.

This position requires you to be on-site 5 days a week. Opportunities for workplace flexibility may be available based on performance, tenure, and business needs.

Key Responsibilities:

Business Development

• 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

Client Service & Relationship Management

• 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

Qualifications:

• Bachelor's Degree required. Progress towards CFP and/or CFA, a plus.
• 5+ years of relevant experience
• 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
• Ability to work independently while collaborating with a growing team

This position is an exempt position. The annualized base pay range for this role is expected to be between $100,000-$150,000 base salary compensation range. Base salary may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. Incentive compensation can be meaningful based upon success of business development efforts. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education

#LI-JS1

Alley Company is part of the Focus Financial Partners' network firm community. As part of the partnership, Alley Company remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.