Revolution Group, LLC
Overview
Join to apply for the
Senior Wealth Advisor
role at
Revolution Group, LLC
in Omaha, NE. Are you fueled by purpose, thrive in a tight-knit culture, and obsessed with delivering results? We’re seeking a Senior Wealth Advisor who’s ready to join a team redefining wealth management—powered by exclusive private investments and a relentless drive to succeed. Based in Omaha, we blend top-tier financial planning with access to private investment opportunities that set us apart. We handle portfolio construction, cutting-edge tech, and back-office support so you can focus on what you love: building relationships and driving outcomes. We’re different by design and culture is built on collaboration, innovation, and a shared passion for excellence. Who We Are
Revolution Group, LLC isn’t just another firm—it’s a movement. Our founder 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 bring elite strategies, including private investments, to high-net-worth individuals and families, delivering results that matter. We’re a REAL FIDUCIARY, fee-only, and fiercely committed to our clients’ best interests, with the purpose to create financial security and legacy for generations. Our culture is hardworking, humble, and forward-thinking, with a goal of measurable success—for our clients and our team. What You’ll Do
Uncover clients’ goals and craft strategies that deliver—leveraging private investments and sharp financial planning. Provide big-picture advice on retirement, taxes, estate planning, and risk management. Drive portfolio performance with regular reviews and bold, results-focused decisions. Stay ahead of markets, trends, and our unique investment offerings to wow clients with fresh ideas. Collaborate with the team to grow impact and opportunities. Maintain regulatory compliance and best practices with integrity. Lead weekly meetings for the Wealth Management team, ensuring goals and metrics are achieved. Who We’re Looking For
A bachelor’s degree in finance, economics, or a related field. 5+ years in wealth management or financial planning. Series 65 or CFP designation highly preferred. A proven ability to build trust and maintain client relationships—portable clients are a bonus. Deep know-how in complex planning and private investments. Analytical skills and the ability to make smart decisions under pressure. Strong communication skills and the ability to connect with people and simplify big ideas. A team player who’s also comfortable working independently. Integrity with a client-first mindset. Why Join Us
This is more than a job—it’s a chance to grow, contribute, and win. At Revolution Group, you’ll engage in a purpose-driven culture, work with private investment tools many advisors only dream of, and help clients build lasting wealth. We celebrate hard work, humility, and big outcomes—join us and make waves in Omaha, NE. How to Apply
Ready to step up? Apply today as a Senior Wealth Advisor at Revolution Group, LLC. Send your resume, a cover letter that shows us your spark, and—if you’ve got them—three references. Job Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Referrals increase your chances of interviewing at Revolution Group, LLC. Get notified about new Wealth Management Advisor jobs in Omaha, NE.
#J-18808-Ljbffr
Join to apply for the
Senior Wealth Advisor
role at
Revolution Group, LLC
in Omaha, NE. Are you fueled by purpose, thrive in a tight-knit culture, and obsessed with delivering results? We’re seeking a Senior Wealth Advisor who’s ready to join a team redefining wealth management—powered by exclusive private investments and a relentless drive to succeed. Based in Omaha, we blend top-tier financial planning with access to private investment opportunities that set us apart. We handle portfolio construction, cutting-edge tech, and back-office support so you can focus on what you love: building relationships and driving outcomes. We’re different by design and culture is built on collaboration, innovation, and a shared passion for excellence. Who We Are
Revolution Group, LLC isn’t just another firm—it’s a movement. Our founder 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 bring elite strategies, including private investments, to high-net-worth individuals and families, delivering results that matter. We’re a REAL FIDUCIARY, fee-only, and fiercely committed to our clients’ best interests, with the purpose to create financial security and legacy for generations. Our culture is hardworking, humble, and forward-thinking, with a goal of measurable success—for our clients and our team. What You’ll Do
Uncover clients’ goals and craft strategies that deliver—leveraging private investments and sharp financial planning. Provide big-picture advice on retirement, taxes, estate planning, and risk management. Drive portfolio performance with regular reviews and bold, results-focused decisions. Stay ahead of markets, trends, and our unique investment offerings to wow clients with fresh ideas. Collaborate with the team to grow impact and opportunities. Maintain regulatory compliance and best practices with integrity. Lead weekly meetings for the Wealth Management team, ensuring goals and metrics are achieved. Who We’re Looking For
A bachelor’s degree in finance, economics, or a related field. 5+ years in wealth management or financial planning. Series 65 or CFP designation highly preferred. A proven ability to build trust and maintain client relationships—portable clients are a bonus. Deep know-how in complex planning and private investments. Analytical skills and the ability to make smart decisions under pressure. Strong communication skills and the ability to connect with people and simplify big ideas. A team player who’s also comfortable working independently. Integrity with a client-first mindset. Why Join Us
This is more than a job—it’s a chance to grow, contribute, and win. At Revolution Group, you’ll engage in a purpose-driven culture, work with private investment tools many advisors only dream of, and help clients build lasting wealth. We celebrate hard work, humility, and big outcomes—join us and make waves in Omaha, NE. How to Apply
Ready to step up? Apply today as a Senior Wealth Advisor at Revolution Group, LLC. Send your resume, a cover letter that shows us your spark, and—if you’ve got them—three references. Job Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Referrals increase your chances of interviewing at Revolution Group, LLC. Get notified about new Wealth Management Advisor jobs in Omaha, NE.
#J-18808-Ljbffr