Senior Wealth Advisor & Relationship Leader — Remote
Peoria, Peoria County, Illinois, 61639, USA
Listed on 2026-10-15
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Finance & Banking
Wealth Management, Portfolio & Asset Management
David Vaughan Investments, LLC seeks a Senior Relationship Manager/Senior Wealth Advisor to lead a select client group, supervise RM and ARM teams, and deliver comprehensive wealth management. You will collaborate with Portfolio Managers and Strategic Advisors to tailor integrated solutions for clients.
Ideal candidates have 10–15+ years of experience, CFP®/CFA credentials preferred, and a proven track record in fiduciary client service and business development.
This posting is for the Senior Wealth Advisor & Relationship Leader — Remote role at David Vaughan Investments, LLC, based in Peoria, IL, United States.
The position is based in Peoria, IL, United States.
This opportunity is part of our work in Sales.
The advertised compensation is 150..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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