Job Description
Job Description
Make Your Mark at Revolution Group
17838 Burke St., Ste 103, Omaha, NE — Full-Time, In-Office
Are you driven by building long-term relationships, winning new ones, and delivering a high level of client experience?
Do you take pride in knowing clients deeply, staying proactive, and making sure nothing falls through the cracks?
At Revolution Group, LLC, we’re looking for a Wealth Advisor to bring new client relationships to the firm and help serve our clients as part of a collaborative, team-based advisory model.
Who We Are
Revolution Group, LLC isn’t just another firm. It’s a movement. Our founder, once the lead strategist for one of the world’s richest families, created Revolution Capital, our SEC-registered investment advisor and planning division, to fix what’s broken in wealth management: lackluster service, generic portfolios, and misaligned priorities.
We partner with business owners, families, family offices, foundations, and endowments with complex financial lives.
We are a REAL FIDUCIARY™, fee-only firm, not tied to Wall Street, broker-dealers, or insurance companies. Our approach is collaborative, integrated, and centered on each client’s full financial picture, goals, and purpose.
The Role
As a Wealth Advisor, you’ll split your time between two things: bringing new client relationships into the firm, and advising and retaining the clients we serve together. You’ll lead complex, high-trust conversations from first meeting through conversion, then work alongside our team to deliver proactive communication and coordinated advice.
We’re a firm-based team, not a collection of individual books of business. Every advisor works across our client households alongside our tax professionals, investment leadership, and client service team. Our Client Service Associates handle the paperwork and client follow-through, so your time goes to advising clients and growing the firm.
What You’ll Do
? Prospect & Close: Find and win new client relationships through outreach, networking, and referrals. Lead conversations from first meeting through becoming a client. ? Build Professional Relationships: Develop relationships with CPAs, estate attorneys, and other trusted professionals. ? Advise & Grow: Lead client meetings and reviews for new and existing clients, deliver advice using our planning resources and software, and grow relationships.
What Success Looks Like
? Consistent new client and AUM growth for the firm ? High client retention and satisfaction ? Proactive communication and well-managed client relationships across the team
What We’re Looking For
? Experience: 5+ years in wealth management, financial planning, business development, or client relationship management. Experience working with high-net-worth clients preferred. ? Skillset: Strong relationship-building and communication skills. Self-starter who is comfortable with outreach and persistent through a “no.” Highly organized and detail-oriented. Able to manage a pipeline while serving multiple client relationships. Team-first: humble, hungry, and smart. ? Licensing: Series 65 (or ability to obtain within 90 days) preferred. CFP® or similar designation is a plus.
Compensation & Benefits
? Competitive base salary ? Bonus eligibility once annual new-asset goals are met ? Health, dental, and vision insurance ? Paid time off and holidays ? 401k safe harbor
Final Note
This role is ideal for someone who enjoys building long-term relationships, winning new business, and working as part of a collaborative advisory team.
If you take pride in earning trust and delivering an exceptional client experience, we’d welcome a conversation.
Ready to step up? Apply today as a Wealth Advisor at Revolution Group. Let’s create something extraordinary!
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