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Relationship Manager / Wealth Advisor

David Vaughan Investments, LLC

David Vaughan Investments, LLC

Customer Service
Peoria, IL, USA
Posted on Thursday, April 18, 2024

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 to join the team and provide immediate positive service to our clients. In this critical role, your primary responsibility will be to build and maintain client relationships and serve the client’s needs, goals, and objectives and deliver a complete wealth management solution while working closely with other DVI Associates.

Required Qualifications

  • Bachelor’s Degree.
  • 5-8 years of applicable professional experience.
  • Entrepreneurial spirit and willingness to participate in business development initiatives.
  • Strong interest in Financial Planning and Wealth Management.

Desired Qualifications

  • Certified Financial Planner® (CFP®) or Chartered Financial Analyst® (CFA®) or willingness to become certified within a year of hire.
  • Series 7 and Series 66 or Series 65 or willingness to become certified within a year of hire.

What to Expect

  • Oversee client relationships by serving as the liaison between the client and various resources DVI offers.
  • Work directly with clients to help them achieve investment objectives, goals, needs, expectations, performance, and portfolio structures. This could include Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning.
  • Communicate a 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.
  • Participate in prospective team meetings and generate referrals from existing clients.

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