Wealth Advisor

Focus Financial Partners • Lake Forest, CA

10d • Onsite

About The Position

Alley Company is seeking a highly motivated Wealth Advisor to join their team in Lake Forest, Illinois. 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.

Requirements

• Bachelor’s Degree required
• 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

Nice To Haves

• Progress towards CFP and/or CFA, a plus

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

Benefits

• medical
• dental
• vision
• life insurance
• 401(k)

What This Job Offers

• Job Type: Full-time
• Career Level: Senior