Wealth Advisor

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 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.

 
Key Responsibilities:

Business Development

• Proactively source and develop new client relationships with high-net-worth individuals and families
• Generate and schedule meetings with prospective clients through networ