HHiring Reality
← Focus Financial Partners

Wealth Advisor

Focus Financial Partners
Location
Lake Forest, IL
Posted
10 days ago
Department
Wealth Management
Salary
$100,000-$150,000
What they actually want (must-haves)
  • 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 to business development
  • Passion for wealth management, investments, and relationship management
Nice to have
  • Progress towards CFP and/or CFA
What the job really is

As a Wealth Advisor at Alley Company, you will focus on driving new business growth by building relationships with high-net-worth individuals and families. Your role will involve sourcing new clients, maintaining an active pipeline, and supporting existing client relationships while gaining exposure to investment management. You will work closely with leadership and external partners to enhance the firm's community presence and client service experience.

Benefits
  • Annualized base pay range of $100,000-$150,000
  • Incentive compensation based on business development success
  • Annual cash bonus
  • Comprehensive benefits package including medical, dental, vision, life insurance, and 401(k)
Things to weigh
  • On-site work required 5 days a week, with potential flexibility based on performance and business needs
  • Job title may change based on candidate's experience and education
Job score4/5
Benefits2/5
Freshness5/5
Career value4/5
Role clarity4/5
Pay transparency5/5

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