Relationship Manager

Employer
David Vaughan Investments
Location
Peoria, Illinois
Salary
90000.00 - 125000.00
Posted
May 20, 2021
Closes
Jun 19, 2021
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred

Relationship Manager

Peoria, Illinois

 

Do you want more than just a career move? 

David Vaughan Investments, Inc. is proud of its Associates. We are an exceptional team of people who are bright, creative, courageous and have a passion for what we do. Every day our focus is on providing the best client advice and service possible, and it’s all accomplished within a team-based approach where trust, respect and integrity serve as its core.  DVI is currently looking for an experienced Relationship Manger to join the team and provide immediate positive service to our clients. 

In this critical role, you have the primary responsibility for client relationships and will work closely with other DVI associates to establish their comprehensive wealth management strategy.

 

At DVI, we not only strive to provide the best level of client advice and service possible, but we look to provide a working environment that is attractive to our entire team. Consistent with our long-term client focus, we aim to attract and retain the best Associates possible and our benefits program is instrumental in this goal.  We provide competitive salaries and bonus opportunities, a generous profit sharing 401(k) plan, health insurance, life insurance, short-term and long-term disability programs, and paid time off programs.

 

Responsibilities

Oversee assigned clients while also serving as the liaison between the client and the various resources DVI offers

Conduct regular dialogue via phone, email, video conference, and face-to-face meetings to discuss the client’s investment objectives, goals, needs, expectations, performance, and portfolio structures

Work directly with clients to help them design, implement and manage a wealth management plan that supports their objectives

Leverage internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Conduct or oversee research into complex investment, tax and estate planning issues

Educate and consult with clients on investment philosophy, performance, and other financial matters 

Communicate your deep understanding of financial markets as well as current events and other topical issues and how they relate to the client’s investment strategy relative to DVI’s investment philosophy and approach

Develop and expand relationships with centers of influence, such as attorneys and CPAs

Generate referrals from existing clients

Participate in prospective client meetings and gather relevant financial data.

 

 

Qualifications

 

 

Bachelor’s Degree (graduate or advanced degree preferred)

Minimum of 8-10 years of applicable professional experience

Transferable experience in Banking, Law, Insurance, Sales, Marketing, Consulting or Finance is preferred

Entrepreneurial spirit and willingness to actively participate in Business Development initiatives

Strong interest in Financial Planning and Wealth Management

Must be able to and willing to successfully complete the Certified Financial Planner® or Certified Financial Analyst or and must have Series 7 and Series 66 or Series 65 license

*Strong preference will be given to a candidate that is currently a Certified Financial Planner ®

 

 If you appreciate a work environment that truly lives its values, please review our Career Opportunities at dviinc.com and consider DVI as an employer that consistently provides "Quiet Quality".