What are the responsibilities and job description for the Senior Wealth Advisor position at Revolution Group, LLC?
Make Your Mark: Senior Wealth Advisor Opportunity at Revolution Group, LLC in Omaha, NE
Are you fueled by purpose, thrive in a tight-knit culture, and obsessed with delivering results? Do you have the hunger to transform lives through wealth advising, the smarts to navigate complex strategies, and the humility to always put clients first? At Revolution Group, LLC, we’re searching for a Senior Wealth Advisor who’s ready to join a team that’s redefining wealth management—powered by exclusive private investments and a relentless drive to succeed.
We’re different by design. Based in Omaha, NE, we blend top-tier financial planning with access to private investment opportunities—like real estate, private equity, and more—that set us apart from the pack. We handle the nitty-gritty—portfolio construction, cutting-edge tech, back-office support—so you can focus on what you love: building relationships and driving outcomes. Our culture is built on collaboration, innovation, and a shared passion for excellence, and we need someone with the same fire to join us.
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 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. Our purpose? To create financial security and legacy for generations. Our culture? Hardworking, humble, and forward-thinking. Our goal? Measurable success—for our clients and our team.
What You’ll Do
As a Senior Wealth Advisor, you’ll be the heartbeat of our client relationships, turning their ambitions into achievements with tailored plans and private investment edge. Additionally, you will lead our team of Wealth Advisors, sharing your expertise and mentoring their growth. Here’s what you’ll take on:
We’re after someone who lives for purpose, fits our culture, and delivers results—someone humble, hungry, and smart. Here’s what we’d love to see:
Why Join Us?
This is more than a job—it’s a chance to grow, contribute, and win. At Revolution Group, you’ll plug into a purpose-driven culture, wield private investment tools most advisors only dream of, and help clients build lasting wealth. We’re a team that celebrates hard work, humility, and big outcomes—join us, and let’s make waves together in Omaha, NE.
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. Let’s create something extraordinary.
#hc196263
Are you fueled by purpose, thrive in a tight-knit culture, and obsessed with delivering results? Do you have the hunger to transform lives through wealth advising, the smarts to navigate complex strategies, and the humility to always put clients first? At Revolution Group, LLC, we’re searching for a Senior Wealth Advisor who’s ready to join a team that’s redefining wealth management—powered by exclusive private investments and a relentless drive to succeed.
We’re different by design. Based in Omaha, NE, we blend top-tier financial planning with access to private investment opportunities—like real estate, private equity, and more—that set us apart from the pack. We handle the nitty-gritty—portfolio construction, cutting-edge tech, back-office support—so you can focus on what you love: building relationships and driving outcomes. Our culture is built on collaboration, innovation, and a shared passion for excellence, and we need someone with the same fire to join us.
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 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. Our purpose? To create financial security and legacy for generations. Our culture? Hardworking, humble, and forward-thinking. Our goal? Measurable success—for our clients and our team.
What You’ll Do
As a Senior Wealth Advisor, you’ll be the heartbeat of our client relationships, turning their ambitions into achievements with tailored plans and private investment edge. Additionally, you will lead our team of Wealth Advisors, sharing your expertise and mentoring their growth. Here’s what you’ll take on:
- 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.
- Chase new opportunities and collaborate with the team to grow our impact.
- Keep it real, staying compliant with regulations and best practices.
- Lead weekly meetings for our Wealth Management team, ensuring goals and metrics are achieved.
We’re after someone who lives for purpose, fits our culture, and delivers results—someone humble, hungry, and smart. Here’s what we’d love to see:
- A bachelor’s degree in finance, economics, or a related field.
- 5 years in wealth management or financial planning. Series 65, or Certified Financial Planner (CFP) designation highly preferred.
- A proven ability to build trust and keep clients coming back—portable clients are a bonus.
- Deep know-how in complex planning and private investments.
- Analytical chops and a knack for making smart calls under pressure.
- Killer communication skills—connect with people and break down big ideas simply.
- A team player who’s just as comfortable flying solo.
- Integrity that runs deep, with a passion for putting clients first.
Why Join Us?
This is more than a job—it’s a chance to grow, contribute, and win. At Revolution Group, you’ll plug into a purpose-driven culture, wield private investment tools most advisors only dream of, and help clients build lasting wealth. We’re a team that celebrates hard work, humility, and big outcomes—join us, and let’s make waves together in Omaha, NE.
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. Let’s create something extraordinary.
#hc196263