Senior Wealth Advisor & Relationship Leader — Remote

David Vaughan Investments, LLC; Peoria (IL); Hybrid; USD 150.000 - 230.000; Vollzeit

Benefits dieser Stelle

401(k) retirement plan

Health Insurance

Life Insurance

Short-term Disability

Long-term Disability

Work-from-Home

Paid Time Off

Partnership opportunities

Zusammenfassung

David Vaughan Investments, LLC seeks a Senior Relationship Manager/Senior Wealth Advisor to lead a select client group, supervise RM and ARM teams, and deliver comprehensive wealth management. You will collaborate with Portfolio Managers and Strategic Advisors to tailor integrated solutions for clients.

Ideal candidates have 10–15+ years of experience, CFP®/CFA credentials preferred, and a proven track record in fiduciary client service and business development.

Qualifikationen

• Bachelor's Degree required; advanced degree preferred.
• CFP® and/or CFA designation strongly preferred; required after employment.
• Demonstrated fiduciary mindset and client confidentiality.
• Excellent communication and leadership skills.

Aufgaben

• Directly manage Relationship Management team members and oversee career development.
• Lead key client relationships and tailor solutions to goals and risk tolerance.
• Partner with Portfolio Management to align investment strategies with client plans.
• Engage with prospective clients and cultivate referrals from clients and centers of influence.
• Communicate market developments and impacts on client portfolios.

Ausbildung

Bachelor's Degree

Advanced degree preferred

CFP® certification preferred

CFA designation preferred

Jobbeschreibung

David Vaughan Investments, LLC seeks a Senior Relationship Manager/Senior Wealth Advisor to lead a select client group, supervise RM and ARM teams, and deliver comprehensive wealth management. You will collaborate with Portfolio Managers and Strategic Advisors to tailor integrated solutions for clients.

Ideal candidates have 10–15+ years of experience, CFP®/CFA credentials preferred, and a proven track record in fiduciary client service and business development.