Wealth Advisor: Client Experience & Relationships

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

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.