Financial Services Manager
1 day ago
David Vaughan Investments, LLC is a dynamic team of investment professionals dedicated to serving our valued clients' best interests. Our core values of mutual respect and integrity drive our approach to wealth management.
Job SummaryWe are seeking an experienced Relationship Manager/Wealth Advisor to join our team and provide expert guidance to a select group of clients. As a key member of our team, you will be responsible for delivering a comprehensive wealth management experience, collaborating with our subject matter specialists, and identifying opportunities to serve our clients' needs.
Key Responsibilities- Oversee client relationships and lead client meetings to identify complex issues and offer creative solutions.
- Collaborate with the portfolio management team to develop tailored investment strategies aligned with clients' goals, objectives, and risk tolerances.
- Participate in prospective client meetings, identify opportunities to serve existing clients, and generate referrals from centers of influence.
- Communicate with clients on financial market activity, current events, and topical issues impacting DVI's investment strategy.
- Bachelor's Degree.
- Series 7, 66, or 65 licenses required prior to hire.
- Certified Financial Planner (CFP) and/or Chartered Financial Analyst (CFA) designation.
- 5-8 years of applicable professional experience.
- Fiduciary mindset, maintaining confidentiality, and exhibiting an entrepreneurial spirit.
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Financial Services Manager
2 days ago
Peoria, Illinois, United States David Vaughan Investments LLC Full timeAbout UsAt David Vaughan Investments, LLC, we pride ourselves on being a team of exceptional investment professionals who are dedicated to serving our valued clients' best interests. Our core values of mutual respect and integrity drive our approach to wealth management.Job OpportunityWe are seeking an experienced Financial Services Manager/Wealth Advisor to...
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Financial Services Manager
3 weeks ago
Peoria, Illinois, United States David Vaughan Investments, LLC Full timeAbout David Vaughan Investments, LLCWe are a team of exceptional investment professionals who are passionate about serving our valued clients' best interests. Our core values of mutual respect and integrity drive our approach to wealth management.Job SummaryWe are seeking an experienced Relationship Manager/Wealth Advisor to join our team and provide skill...
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Personal Banker
1 week ago
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Senior Relationship Manager
3 weeks ago
Peoria, Illinois, United States David Vaughan Investments LLC Full timeAbout UsDavid Vaughan Investments, LLC (DVI) is a premier investment firm that prides itself on its exceptional team of professionals. Our Associates are bright, creative, and hardworking, with a passion for delivering exceptional results for our valued clients.Job SummaryWe are seeking an experienced Senior Relationship Manager to join our team and provide...
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Senior Relationship Manager
2 weeks ago
Peoria, Illinois, United States David Vaughan Investments LLC Full timeAbout UsDavid Vaughan Investments, LLC (DVI) is a premier investment firm that prides itself on its exceptional team of professionals. Our Associates are bright, creative, and hardworking, with a passion for delivering exceptional results for our valued clients.Job SummaryWe are seeking an experienced Senior Relationship Manager to join our team and provide...