Senior Wealth Advisor & Relationship Leader - Remote
David Vaughan Investments, LLC
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.
#J-18808-LjbffrVacancy posted more than 2 months ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor & Relationship Leader - Remote. Be the first to apply!
Related searches
- associate corporate finance Peoria, IL
- estate planning consultant Peoria, IL
- financial counselor Peoria, IL
- financial advisor associate Peoria, IL
- financial planning assistant Peoria, IL
- financial advisor Peoria, IL
- financial planner Peoria, IL
- jde finance consultant Peoria, IL
- finance associate Peoria, IL
- financial planning associate Peoria, IL