Senior Wealth Advisor & Relationship Leader — Remote
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Finance & Banking
Job Description & How to Apply Below
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 is a strong role to take on the Senior Wealth Advisor & Relationship Leader — Remote role at David Vaughan Investments, LLC.
All applications are reviewed carefully by our team.
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.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
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