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Relationship Manager / Wealth Advisor

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

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

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.


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

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