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Senior Wealth Advisor & Team Lead — Path to Partnership
Job in
Peoria, Peoria County, Illinois, 61639, USA
Listed on 2026-07-26
Listing for:
David Vaughan Investments, LLC
Full Time
position Listed on 2026-07-26
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
David Vaughan Investments, LLC (DVI) seeks an experienced Senior Relationship Manager/Senior Wealth Advisor to deliver high‑impact service and thought leadership to a select client group. The SRM will supervise Relationship Manager(s) and Assistant Relationship Manager(s), ensuring integrated, fiduciary guidance with Portfolio Managers and Strategic Advisors.
This role requires managing client goals with trust and discretion, leading team development, and expanding business through targeted
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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