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Vice President - Wealth Advisor at Focus Financial Partners - ApplyBlast

Vice President - Wealth Advisor

Focus Financial Partners

4 months ago

4.0 on Glassdoor

Lake Forest, IL

Onsite

Full Time

Senior

1 applicant

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About this role

Alley Company is seeking a Wealth Advisor to drive business growth by sourcing new high-net-worth client relationships and building strategic referral networks. This role involves 75% focus on business development through networking and partnerships, with the remaining 25% dedicated to learning client servicing processes and supporting existing accounts. The ideal candidate operates as a self-starter with an entrepreneurial mindset to expand the firm's community presence and pipeline.

Responsibilities

Proactively source and develop new client relationships with high-net-worth individuals
Generate meetings with prospective clients through networking and referrals
Build relationships with external partners like accounting firms and attorneys
Support existing client relationships in an account servicing capacity
Maintain an active pipeline of prospects and business development opportunities

Skills

Qualifications

Bachelor's DegreeCFP Certification (in progress)CFA Charter (in progress)

About Focus Financial Partners

focusfinancialpartners.com

Headquarters

St. Louis, Missouri, United States

Company Size

51-200 employees

Founded

2006

View Profile

Focus Financial Partners is a leading fiduciary advice company that delivers integrated wealth management, family office, and business management solutions at scale. Through its network of firms and the Focus Solutions platform, it empowers advisors to provide tailored, client-first experiences by offering a comprehensive suite of services including treasury, credit, tax, trust and estate planning, investment, and valuation services. The company operates across the United States, Canada, and Australia with a fiduciary philosophy at its core.