Wealth Advisor

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, and attorneys
• Work alongside leadership to expand center of influence channels and community presence
• Maintain an active pipeline of prospects and business development opportunities
• Support existing client relationships in an account servicing capacity
• Partner with investment and research teams to understand portfolio strategy
• Assist senior advisors with ongoing client needs and communication

Requirements

• Bachelor’s Degree
• 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
• Passion for wealth management and investments

Preferred Qualifications

• Progress towards CFP and/or CFA

Benefits

• Annual cash bonus
• Medical, dental, and vision insurance
• Life insurance
• 401(k)

About the Company

Alley Company is a registered investment advisory firm located in Lake Forest, Illinois, providing clients with long-term financial planning and investment management. It is part of the Focus Financial Partners’ network.