Skip to main content

Relationship Manager / Wealth Advisor

Employer
David Vaughan Investments
Location
Peoria, Illinois
Salary
Competitive salary with among other generous benefits.
Closing date
Aug 9, 2024

View more

Job Role
Wealth Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Required

Job Details

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.

Company

At David Vaughan Investments, our Associates’ dedication to our clients and the community is the backbone of the firm. Our brand of Quiet Quality requires a team effort, which is why we strive to create a collaborative, inclusive work environment where each Associate feels valued. Our commitment to their well-being, success, and long-term growth ensures that Associates are meaningful stakeholders in the firm’s success and feel tremendous pride of place working at DVI. 

Company info
Website

Apply for Relationship Manager / Wealth Advisor

Already uploaded your CV? Sign in to apply instantly

Fields marked with an asterisk (*) are required

Your file must be a .doc, .pdf, .docx, or .rtf. No larger than 1MB
Selected file:

When you apply for a job we will send your application to the named employer, who may contact you. By applying for a job listed on CFP Board Career Center you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please contact us. All emails will contain a link in the footer to enable you to unsubscribe at any time.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert