Relationship Manager

Employer
David Vaughan Investments
Location
Winter Park, Florida
Salary
Open / Negotiable
Posted
Apr 14, 2022
Closes
Jun 13, 2022
Ref
David Vaughan Investments
Employment Type
Full Time
Education
Bachelors

David Vaughan Investments, LLC is proud of its Associates. We are an exceptional team of people who are bright, creative, courageous and have a passion for what we do. Every day our focus is on providing the best client advice and service possible, and it is all accomplished within a team-based approach where trust, respect and integrity serve as its core. DVI is currently looking for an experienced Relationship Manger to join the team and provide immediate positive service to our clients. In this critical role, your primary responsibility will be to build and maintain client relationships while working closely with other DVI Associates to establish their comprehensive wealth-management strategy. 

 

Responsibilities:

  • Oversee assigned client relationships while also serving as the liaison between the client and the various resources DVI offers.
  • Regularly engage with clients via phone, email, video conference, and face-to-face meetings to discuss the client’s investment objectives, goals, needs, expectations, performance, and portfolio structures.
  • Work directly with clients to help them design, implement and manage a wealth-management plan that supports their objectives.
  • Leverage internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning. Conduct or oversee research into complex investment, tax, and estate planning issues.
  • Educate and consult with clients on investment philosophy, performance, and other financial matters.
  • Communicate your deep understanding of financial markets as well as current events and other topical issues and how they relate to the client’s investment strategy relative to DVI’s investment philosophy and approach.
  • Develop and expand relationships with centers of influence, such as attorneys and CPAs.
  • Generate referrals from existing clients.
  • Participate in prospective client meetings and gather relevant financial data.

 

Qualifications:

  • Bachelor’s Degree (graduate or advanced degree preferred)
  • Minimum of 5 - 8 years of applicable professional experience
  • Transferable experience in Banking, Law, Insurance, Sales, Marketing, Consulting or Finance
  • Entrepreneurial spirit and willingness to actively participate in Business Development initiatives
  • Strong interest in Financial Planning and Wealth Management
  • Must be willing to successfully complete the Certified Financial Planner® or Chartered Financial Analyst and Series 7 and Series 66 or Series 65 license is preferred *Strong preference will be given to a candidate that is currently a Certified Financial Planner ®
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