Senior Wealth Advisor & Relationship Leader — Remote

David Vaughan Investments, LLC; Peoria (IL); Hybrid; USD 150,000 - 230,000; Full time

Benefits offered by this job

Profit sharing 401(k)

Health insurance

Life insurance

Short-term disability

Long-term disability

Work-from-home

Paid time off

Partnership status

Job summary

David Vaughan Investments, LLC (DVI) seeks a Senior Relationship Manager/Senior Wealth Advisor to deliver high-impact service and leadership to a select client group. You will understand client goals, build trust, and coordinate comprehensive wealth management with Portfolio Managers and other specialists, including supervisory responsibilities for RM and ARM.

You will lead client relationships, identify planning needs, and work with Portfolio Management to recommend strategies aligned with

Qualifications

• Bachelor’s Degree is required; advanced degree preferred.
• CFP® and CFA designation strongly preferred; required following employment.
• Demonstrated fiduciary mindset, consistently acting in clients’ best interests and maintaining strict confidentiality.
• Demonstrated visionary leadership with proven strengths in time and change management; able to articulate a clear vision and lead effective organizational change.
• Strong entrepreneurial drive with a willingness to participate in business development initiatives.
• Demonstrates a collaborative, team-oriented approach and promotes a client-focused culture.
• Excellent verbal and written communication skills.

Responsibilities

• Directly manage Relationship Management team members, guiding onboarding, ongoing career development, and performance management to support their long-term success.
• Lead key client relationships, conducting meetings to identify planning needs and deliver thoughtful, tailored solutions that help clients achieve their financial goals.
• Partner closely with the Portfolio Management team to recommend DVI investment strategies that align with each client’s objectives, risk tolerance, and comprehensive financial plan.
• Engage in meetings with prospective clients, deepen relationships with existing clients, and proactively cultivate referrals from clients and centers of influence.
• Clearly communicate market developments, economic trends, and other timely insights, explaining how these factors inform DVI’s investment strategy and impact each client’s situation.

Skills

Bachelor's Degree

CFP® or CFA preferred

10–15 years experience

Fiduciary mindset

Visionary leadership

Change management

Entrepreneurial drive

Collaborative, client-focused

Excellent communication

Education

Bachelor’s Degree

Advanced degree preferred

Job description

David Vaughan Investments, LLC (DVI) seeks a Senior Relationship Manager/Senior Wealth Advisor to deliver high-impact service and leadership to a select client group. You will understand client goals, build trust, and coordinate comprehensive wealth management with Portfolio Managers and other specialists, including supervisory responsibilities for RM and ARM.

You will lead client relationships, identify planning needs, and work with Portfolio Management to recommend strategies aligned with