Relationship Manager / Wealth Advisor

Who We Are

David Vaughan Investments, LLC (DVI) is proud of its Associates. We are an exceptional team of investment professionals who are bright, creative, hardworking, and have a passion for what we do. Every day we focus on serving our valued clients’ best interests, and it is all accomplished within a team-based approach where mutual respect and integrity serve at its core.

Who We Want

DVI is currently looking for an experienced Relationship Manager/Wealth Advisor to join the team and provide skill and thought leadership to a select group of our clients. In this critical role, your primary responsibility will be to serve the client’s needs, goals, and objectives and deliver a comprehensive wealth management experience in tandem with the input of DVI’s team of subject matter specialists.

Required Qualifications

• Bachelor’s Degree.
• Either Series 7, 66 or 65 are required prior to hire.
• Certified Financial Planner® (CFP®) and/or Chartered Financial Analyst® (CFA®) designation.
• 5-8 years of applicable professional experience.
• Exhibit a fiduciary mindset, always doing what is right for the client and maintaining confidentiality in all matters.
• Entrepreneurial spirit and willingness to participate in business development initiatives.

What to Expect

• Oversee client relationships and lead client meetings to identify complex issues and offer creative solutions to help clients achieve their financial goals.
• Collaborate with the portfolio management team to identify the appropriate DVI investment strategy that is in alignment with the client’s stated goals, investment objectives and risk tolerances.
• Participate in prospective client meetings, identify additional opportunities to serve our existing client base and generate referrals from both existing clients and centers of influence.
• Communicate with the client a comprehensive understanding of financial market activity, current events and other topical issues and how they impact and or influence DVI’s investment strategy.