David Vaughan Investments, LLC (DVI) is proud of its Associates. We are an exceptional team of investment professionals who are bright, creative, hardworking, and have a passion for what we do. Every day we focus on serving our valued clients’ best interests, and it is all accomplished within a team-based approach where mutual respect and integrity serve at its core.

DVI is currently looking for an experienced Relationship Manager/Wealth Advisor to join the team and provide skill and thought leadership to a select group of our clients. In this critical role, your primary responsibility will be to serve the client’s needs, goals, and objectives and deliver a comprehensive wealth management experience in tandem with the input of DVI’s team of subject matter specialists.

· Bachelor’s Degree.

· Either Series 7, 66 or 65 are required prior to hire.

· Certified Financial Planner® (CFP®) and/or Chartered Financial Analyst® (CFA®) designation.

· 5-8 years of applicable professional experience.

· Exhibit a fiduciary mindset, always doing what is right for the client and maintaining confidentiality in all matters.

· Entrepreneurial spirit and willingness to participate in business development initiatives.

· Oversee client relationships and lead client meetings to identify complex issues and offer creative solutions to help clients achieve their financial goals.

· Collaborate with the portfolio management team to identify the appropriate DVI investment strategy that is in alignment with the Client’s stated goals, investment objectives and risk tolerances.

· Participate in prospective Client meetings, identify additional opportunities to serve our existing client base and generate referrals from both existing clients and centers of influence. 

· Communicate with the Client a comprehensive understanding of financial market activity, current events and other topical issues and how they impact and or influence DVI’s investment strategy. 

  

At DVI, we strive to provide a working environment that is attractive to our entire team. Consistent with our long-term client focus, we aim to attract and retain the best Associates possible, and our benefits program is instrumental in this goal. We provide industry- competitive salaries and significant incentive plan opportunities, a generous profit sharing 401(k) retirement plan, health insurance, life insurance, short-term and long-term disability programs, and work-from-home and paid-time-off programs. In addition, partnership status among our very top performers is also a realistic consideration.

If you appreciate a work environment that truly lives its values, please consider DVI as an employer that consistently provides Quiet Quality.