Wealth Advisor: Growth & High-Net-Worth Relationships

Focus Partners Wealth; Lake Forest (IL); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Life insurance

401(k) plan

Annual cash bonus

Job summary

Alley Company, a Lake Forest, Illinois-based wealth advisory, seeks a motivated Wealth Advisor to drive new business growth while supporting client servicing. This on-site role involves building relationships, expanding networks, and servicing multiple client books to deliver high-quality investment guidance and service.

The position emphasizes business development with high-net-worth clients, mentoring toward CFP/CFA credentials, and collaboration with senior advisors.

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

Responsibilities

• Source 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 including accounting firms, real estate professionals, attorneys, and other referrals
• Work with leadership to expand center of influence channels and community presence
• Maintain an active pipeline of prospects and opportunities
• Learn the firm’s investment philosophy, client experience model, and processes
• Support existing client relationships in an account servicing capacity
• Partner with investment and research teams to understand portfolio strategy
• Assist senior advisors and relationship managers with ongoing client needs
• Deliver a high-touch, white-glove client experience

Skills

Business development

Networking

Relationship management

Client service

Communication

Education

Bachelor’s Degree

Job description

Alley Company, a Lake Forest, Illinois-based wealth advisory, seeks a motivated Wealth Advisor to drive new business growth while supporting client servicing. This on-site role involves building relationships, expanding networks, and servicing multiple client books to deliver high-quality investment guidance and service.

The position emphasizes business development with high-net-worth clients, mentoring toward CFP/CFA credentials, and collaboration with senior advisors.