Wealth Advisor Associate | Client Relations & Growth

David Vaughan Investments, LLC; Peoria (IL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Profit sharing 401(k)

Health insurance

Life insurance

Short‑term and long‑term disability

Work from home

Paid time off

Job summary

David Vaughan Investments, LLC (DVI) seeks an Assistant Relationship Manager / Wealth Advisor to support Relationship Managers and Portfolio Managers in delivering comprehensive wealth management services. New graduates and candidates with transferable experience are encouraged to apply, with opportunities to learn DVI’s approach, services, and clients while growing professionally.

You will assist in client meetings, coordinate planning steps, and maintain records while developing knowledge

Qualifications

• Fiduciary mindset and commitment to client confidentiality
• Strong organizational and time management skills with attention to detail
• Proactive and adaptable to clients’ needs
• Collaborative, team‑oriented client service mindset
• Excellent verbal, written, and presentation skills
• Proficiency in Microsoft Office (Excel, PowerPoint)

Responsibilities

• Prepare for and participate in client meetings, helping identify planning needs and coordinate next steps
• Gather and review client financial information; develop financial planning reports and present findings
• Respond to client questions and coordinate requests with internal specialists and external professionals
• Maintain accurate client records and meeting notes; track action items through completion
• Build proficiency in DVI’s financial software and deepen knowledge of investment, market, tax, and retirement planning
• Attend and participate in regular department and All Associate meetings
• Participate in internship recruiting and programming for new professionals

Job description

David Vaughan Investments, LLC (DVI) seeks an Assistant Relationship Manager / Wealth Advisor to support Relationship Managers and Portfolio Managers in delivering comprehensive wealth management services. New graduates and candidates with transferable experience are encouraged to apply, with opportunities to learn DVI’s approach, services, and clients while growing professionally.

You will assist in client meetings, coordinate planning steps, and maintain records while developing knowledge