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Relationship Manager/ Wealth Advisor
4 months ago
Relationship Manager/ Wealth Advisor
Peoria, IL & Winter Park, FL
Who Are We
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/Wealth Advisor to join the team and provide skill and thought leadership to a select group of our clients. In this critical role, your primary responsibility will be to serve the client’s needs, goals, and objectives and deliver a comprehensive wealth management experience in tandem with the input of DVI’s team of subject matter specialists.
Qualifications
- Bachelor’s Degree.
- Either Series 7, 66 or 65 are required prior to hire.
- Certified Financial Planner® (CFP®) and/or Chartered Financial Analyst® (CFA®) designation.
- 5-8 years of applicable professional experience.
- Exhibit a fiduciary mindset, always doing what is right for the client and maintaining confidentiality in all matters.
- Entrepreneurial spirit and willingness to participate in business development initiatives.
What to Expect
- Oversee client relationships and lead client meetings to identify complex issues and offer creative solutions to help clients achieve their financial goals.
- Collaborate with the portfolio management team to identify the appropriate DVI investment strategy that is in alignment with the Client’s stated goals, investment objectives and risk tolerances.
- Participate in prospective Client meetings, identify additional opportunities to serve our existing client base and generate referrals from both existing clients and centers of influence.
- Communicate with the Client a comprehensive understanding of financial market activity, current events and other topical issues and how they impact and or influence DVI’s investment strategy.
