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Network Firms
Lake Forest, IL
Source: Network Firms careers · View original posting
From Network Firms's posting. “We” and “our” refer to the employer.
Alley Company is a registered investment advisory firm located in Lake Forest, Illinois. The firm was founded in 1998 by Steven J. Alley with a clear purpose: 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 individual will play a critical role in driving new business growth while also learning and supporting the client servicing side of the business. This person will i mmediately step into an established client base and work alongside a highly collaborative team in servicing 3 books of existing client relationships.
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. You will also work alongside senior wealth advisors and quickly learn the firm’s investment philosophy and high touch service culture.
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.
This position is an exempt position. The annualized base pay range for this role is expected to be between $100,000-$150,000 base salary compensation range. Base salary may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. Incentive compensation can be meaningful based upon success of business development efforts.
Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education
Alley Company is part of the Focus Financial Partners’ network firm community. As part of the partnership, Alley Company remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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