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Senior Wealth Advisor & Team Lead — Path to Partnership

Job in Peoria, Peoria County, Illinois, 61639, USA
Listing for: David Vaughan Investments, LLC
Full Time position
Listed on 2026-07-26
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 150000 - 230000 USD Yearly USD 150000.00 230000.00 YEAR
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

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Position Requirements
10+ Years work experience
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