Wealth Advisor

Revolution Group, LLC; Omaha (NE); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Bonuses

Health benefits

401k safe harbor

Job summary

Revolution Group, LLC is seeking a Wealth Advisor to maintain and strengthen client relationships within a collaborative advisory model. You will serve as a primary contact, delivering proactive communication and coordinated advice across a team of professionals.

The role emphasizes relationship management, client experience, and coordination across tax, investments, and operations to ensure clients receive a comprehensive financial experience.

Qualifications

• 3–10+ years in wealth management or client relationship management.
• Experience with high-net-worth clients preferred.
• Licensing: Series 65; CFP or similar designation a plus.

Responsibilities

• Maintain and strengthen client relationships after onboarding.
• Provide proactive communication and coordinated advice across the team.
• Coordinate with tax, investments, and operations to deliver seamless service.
• Identify opportunities to deepen client relationships and expand assets.

Skills

Relationship-building

Communication

Organized

Detail-oriented

Manage multiple clients

Collaborative mindset

Education

Series 65

CFP designation

Job description

Make Your Mark at Revolution Group

Are you driven by building long-term relationships and delivering a high level of client experience?

Do you take pride in knowing your clients deeply, staying proactive, and ensuring nothing falls through the cracks?

At Revolution Group, LLC, we’re looking for a Wealth Advisor to support and strengthen existing client relationships within 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 will be responsible for maintaining and strengthening client relationships after they join the firm.

You will serve as a consistent point of contact, ensuring clients receive a high level of service, proactive communication, and coordinated advice across the team.

You will work closely with advisors, tax professionals, and investment leadership to deliver a seamless client experience.

What You’ll Do

Client Relationship Management

• Serve as a primary contact for assigned client relationships
• Build trust through consistent, proactive communication
• Maintain a deep understanding of each client’s goals, priorities, and full financial picture

Client Experience & Retention

• Ensure clients feel supported, informed, and engaged
• Coordinate and participate in client meetings and reviews
• Follow through on all client requests and action items in a timely manner

Account Oversight & Coordination

• Monitor client accounts and ensure alignment with planning and investment direction
• Coordinate with internal team members across tax, investments, and operations
• Ensure all aspects of the client relationship are organized and up to date

Relationship Expansion

• Identify opportunities to deepen client relationships
• Support introductions to additional family members or entities when appropriate

What Success Looks Like

• High client retention and satisfaction
• Consistent, proactive communication with clients
• Organized and well-managed client relationships

What We’re Looking For

Experience

• 3–10+ years in wealth management, financial planning, or client relationship management
• Experience working with high-net-worth clients preferred

Skillset

• Strong relationship-building and communication skills
• Highly organized and detail-oriented
• Ability to manage multiple client relationships simultaneously
• Collaborative mindset and team-first approach

Licensing

• Series 65 (or ability to obtain within 90 days) preferred
• CFP® or similar designation is a plus

Compensation & Benefits

• Competitive base salary
• Bonuses
• Health benefits, dental and vision
• 401k safe harbor

Final Note

This role is ideal for someone who enjoys:

• building long-term relationships
• delivering a high level of service
• and working as part of a collaborative advisory team

If you take pride in maintaining strong relationships and delivering an exceptional client experience—we’d welcome a conversation.