About this opportunity
David Vaughan Investments LLC lists this Relationship Manager/Wealth Advisor opportunity in peoria, Illinois. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Relationship Manager / Wealth AdvisornPeoria, IllinoisnWho We ArenAt David Vaughan Investments, LLC (DVI), our Associates are the cornerstone of the firm’s success. EverynAssociate is known, supported, and encouraged to grow with the organization. As a team of investmentnprofessionals, we are guided by the core values of the “DVI Way” in how we serve clients, support one another,nand contribute to our communities. These values—Respect, Innovation, Generosity, Honesty, and Teamwork, orndoing the “R.I.G.H.T.” thing—shape how we work together and reflect our shared commitment to excellence andnthe firm’s long-term success. Our culture is one of Quiet Quality, marked by a disciplined way of working that isnrooted in humility and integrity, so that excellence is recognized in our reliability, discretion, and steady follow-nthrough.nWho We WantnDVI is seeking an experienced Relationship Manager/Wealth Advisor (RM) to join the team and serve as a strategicnpartner to a select group of clients. In this key role, you will take primary responsibility for understanding eachnclient’s goals and objectives and delivering a comprehensive wealth management experience, collaborating closelynwith DVI’s subject-matter specialists to provide coordinated advice and solutions.nQualificationsn• Bachelor’s Degree requiredn• 5-8 years of relevant professional experiencen• Series 7 and 66, or Series 65 licenses are preferred at hire; required following employmentn• Certified Financial Planner® (CFP®) and/or Chartered Financial Analyst (CFA) designation strongly preferredn• Demonstrates a fiduciary mindset, consistently acting in clients’ best interests while maintaining strictnconfidentialityn• Exhibits strong entrepreneurial drive with a willingness to engage in business development initiativesn• Fosters a collaborative, team-oriented environment that promotes a client-focused culturen• Displays excellent verbal and written communication skillsnWhat to Expectn• Lead client relationships, conducting meetings to identify planning needs and deliver thoughtful,ncustomized solutions that support clients’ financial goals.n• Partner closely with the Portfolio Management team to recommend DVI investment strategies that alignnwith each client’s objectives, risk tolerance, and comprehensive financial plan.n• Participate in meetings with prospective clients, deepen engagement with existing clients, and cultivatenreferrals through trusted relationships and centers of influence.n• Communicate clearly about market developments, economic trends, and other timely insights, articulatingnhow these factors inform DVI’s investment strategy and impact each client’s circumstances.nCompensationnAt DVI, you’ll join a team that hires talented professionals and provides the support and opportunities they need tongrow in their careers. Consistent with our long-term client focus, we recognize and reward talent withncomprehensive compensation packages designed to attract and retain professionals who embody the DVI Way.n• This position is exempt and is paid according to the laws of the State of Illinois. We are required to providena reasonable estimate of the base compensation range for this role. The full base salary pay range isn$110,000 to $190,000 per year. This range considers the wide range of factors that are considered innmaking compensation decisions including but not limited to experience, skills, knowledge, abilities,neducation, licensure and certifications, and other business and organizational needs. It is not typical for annindividual to be offered a base salary at or near the top of the range for a position. Base salary offers arendetermined based on final candidate qualifications and experience.n• Your total compensation package includes a significant incentive component which allows you to directlyninfluence your earnings based on performance. DVI’s incentive structure is designed to reward highnperformance and align your goals with the company's objectives. We believe this structure offers you thenopportunity to significantly increase your earnings by excelling in your role. Our top performers typicallynearn above their base salary through these incentive programs.nIn addition to our industry-competitive salaries and significant incentive plan opportunities noted above, we offer angenerous profit sharing 401(k) retirement plan, health insurance, life insurance, short-term and long-term disabilitynprograms, and work-from-home and paid-time-off programs. In addition, partnership status among our very topnperformers is also a realistic consideration.nIf you appreciate a work environment that truly lives its values, please consider DVI as an employernthat consistently provides Quiet Quality.nExplore DVI’s Employee Value PropositionnAbout David Vaughan InvestmentsnDVI is a team of 48 experienced investment professionals that provide asset management services and wealthnmanagement solutions to both high-net-worth individuals and institutional investors. For almost fifty years, DVI hasnemployed a Quiet Quality approach to investment management: people of integrity, acting solely in their clients’ bestninterests. In the fall of 2017, DVI formed a partnership with Morton Community Bank, creating one of the largestnprivately held financial institutions in downstate Illinois. Currently, DVI manages over $6.0 billion* in assets undernadvisement (AUA) for more than 1,200 clients through our offices in Peoria, Illinois, and Winter Park, Florida.n*As of 12/31/2025
Worksite address
peoria, IL, 61639, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.