Revolution Group, LLC
Overview
Join to apply for the Senior Wealth Advisor role at Revolution Group, LLC in Omaha, NE. We’re seeking a Senior Wealth Advisor who will help redefine wealth management—powered by exclusive private investments and a relentless drive to succeed. Who We Are
Revolution Group, LLC isn’t just another firm—it’s a movement. We’re a REAL FIDUCIARY, fee-only, and fiercely committed to our clients’ best interests. Our purpose is to create financial security and legacy for generations, with a culture built on collaboration, innovation, and excellence. What You’ll Do
Uncover clients’ goals and craft strategies that deliver—leveraging private investments and strong financial planning. Provide big-picture advice on retirement, taxes, estate planning, and risk management. Drive portfolio performance with regular reviews and targeted, results-focused decisions. Stay ahead of markets, trends, and our unique investment offerings to present fresh ideas to clients. Lead, mentor, and collaborate with the Wealth Advisors to grow the team’s impact. Maintain compliance with regulations and best practices. 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 retain clients; portable clients are a bonus. Deep know-how in complex planning and private investments. Analytical mindset with the ability to make smart decisions under pressure. Strong communication skills and the ability to connect with people and explain complex ideas simply. A team player who’s 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 access private investment tools many advisors only dream of, and help clients build lasting wealth in a purpose-driven culture. Administrative Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales
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Join to apply for the Senior Wealth Advisor role at Revolution Group, LLC in Omaha, NE. We’re seeking a Senior Wealth Advisor who will help redefine wealth management—powered by exclusive private investments and a relentless drive to succeed. Who We Are
Revolution Group, LLC isn’t just another firm—it’s a movement. We’re a REAL FIDUCIARY, fee-only, and fiercely committed to our clients’ best interests. Our purpose is to create financial security and legacy for generations, with a culture built on collaboration, innovation, and excellence. What You’ll Do
Uncover clients’ goals and craft strategies that deliver—leveraging private investments and strong financial planning. Provide big-picture advice on retirement, taxes, estate planning, and risk management. Drive portfolio performance with regular reviews and targeted, results-focused decisions. Stay ahead of markets, trends, and our unique investment offerings to present fresh ideas to clients. Lead, mentor, and collaborate with the Wealth Advisors to grow the team’s impact. Maintain compliance with regulations and best practices. 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 retain clients; portable clients are a bonus. Deep know-how in complex planning and private investments. Analytical mindset with the ability to make smart decisions under pressure. Strong communication skills and the ability to connect with people and explain complex ideas simply. A team player who’s 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 access private investment tools many advisors only dream of, and help clients build lasting wealth in a purpose-driven culture. Administrative Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales
#J-18808-Ljbffr