Wealth Advisor

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 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.

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visitwww.focusfinancialpartners.com or follow the company onLinkedIn .

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail] .

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For Montana Applicants

If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants

Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.