Hiring: Senior Relationship Manager / Senior Wealth Advisor Company: David Vaughan Investments, LLC Location: Peoria, IL Job Posted Time: 2026-09-11 11:00:19 Target Skills & Keywords : CFA, CFP, Change Management, Portfolio Management, Wealth Management About the job Experience: •10-15 years or more of relevant professional experience •15 years or more of relevant professional experience Required Skills: •In this key role, you will take primary responsibility for understanding each client’s goals and objectives, building deep trust, and delivering a coordinated, comprehensive wealth management experience in close collaboration with Portfolio Managers, Strategic Advisors, and other subject-matter specialists. Qualifications: •Bachelor’s Degree required; advanced degree preferred •Certified Financial Planner® (CFP®) and/or Chartered Financial Analyst (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 •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. Compensation: •$150,000 - $230,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!