Focus Financial Partners
Vice President - Wealth Advisor
Lake Forest, IL · Exec
Sponsorship not specified$100k-$150kDetected 32 days ago
Business DevelopmentAccountingResearchLeadershipCommunication
About the role
- Alley Company is a registered investment advisory firm located in Lake Forest, Illinois.
- Alley with a clear purpose: to provide clients with understandable, long-term financial planning and investment management that is rooted in quality.
- This individual will play a critical role in driving new business growth while also learning and supporting the client servicing side of the business.
Responsibilities
- Proactively source and develop new client relationships with high-net-worth individuals and families
- Build relationships with external partners including accounting firms, real estate professionals, attorneys, and other strategic referral sources
- Maintain an active pipeline of prospects and business development opportunities
- Support existing client relationships in an account servicing capacity
- Partner with the investment and research teams to understand portfolio strategy and market positioning
- Help deliver a high-touch, white-glove client experience
Requirements
- 5+ years of relevant experience
- Ability to work independently while collaborating with a growing team
- Bachelor's Degree required. Progress towards CFP and/or CFA, a plus.
- 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
Nice to have
- Bachelor's Degree required.
- Progress towards CFP and/or CFA, a plus.
Compensation
- The annualized base pay range for this role is expected to be between $100,000-$150,000 base salary compensation range.
Company info
- The firm was founded in 1998 by Steven J.
- 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 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 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.
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