Remote-Eligible Wealth Advisor & Relationship Manager

David Vaughan Investments, LLC; Winter Park (FL); On-site; USD 110,000 - 190,000; Full time

Benefits offered by this job

Profit sharing

Health insurance

Life insurance

Disability coverage

Work from home

Paid time off

Partnership potential

Job summary

David Vaughan Investments, LLC in Winter Park, FL is seeking an experienced Relationship Manager/Wealth Advisor to manage a select client group, understand goals, and deliver a comprehensive wealth management experience.

You will collaborate with subject-matter specialists to provide coordinated advice, participate in business development, and lead meetings to align strategies with clients’ objectives and risk tolerance.

Qualifications

• 5–8 years of relevant professional experience.
• Licensing: Series 7 and 66 or Series 65 preferred at hire; required after employment.
• Demonstrates a fiduciary mindset, consistently acting in clients’ best interests while maintaining strict confidentiality.
• Exhibits strong entrepreneurial drive with a willingness to engage in business development initiatives.
• Fosters a collaborative, team-oriented environment that promotes a client-focused culture.
• Displays excellent verbal and written communication skills.

Responsibilities

• Lead client relationships, conduct meetings to identify planning needs and deliver thoughtful, customized solutions that support clients’ financial goals.
• Partner closely with the Portfolio Management team to recommend investment strategies that align with each client’s objectives, risk tolerance, and comprehensive financial plan.
• Participate in meetings with prospective clients, deepen engagement with existing clients, and cultivate referrals through trusted relationships and centers of influence.
• Communicate clearly about market developments, economic trends, and other timely insights, articulating how these factors inform the firm’s investment strategy and impact each client’s circumstances.

Skills

Relationship management

Wealth management

Licensing: Series 7/66/65

Fiduciary mindset

Business development

Communication skills

Job description

David Vaughan Investments, LLC in Winter Park, FL is seeking an experienced Relationship Manager/Wealth Advisor to manage a select client group, understand goals, and deliver a comprehensive wealth management experience.

You will collaborate with subject-matter specialists to provide coordinated advice, participate in business development, and lead meetings to align strategies with clients’ objectives and risk tolerance.