Financial Advisor
Financial Advisor
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Job Description
Make Your Mark: Financial Advisor Opportunity at Revolution Group LLC in Omaha NE
Are you fueled by purpose thrive in a tightknit 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 were searching for a Financial Advisor whos ready to join a team thats redefining wealth managementpowered by exclusive private investments and a relentless drive to succeed.
Were different by design. Based in Omaha NE we blend toptier financial planning with access to private investment opportunitieslike real estate private equity and morethat set us apart from the pack. We handle the nittygrittyportfolio construction cuttingedge tech backoffice supportso 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 isnt just another firmits a movement. Our founder once the lead strategist for one of the worlds richest families created Revolution Capitalour SECregistered investment advisor and planning divisionto fix whats broken in wealth management: lackluster service generic portfolios and misaligned priorities. We bring elite strategies including private investments to highnetworth individuals and families delivering results that matter.
Were a REAL FIDUCIARY feeonly and fiercely committed to our clients best interests. Our purpose To create financial security and legacy for generations. Our culture Hardworking humble and forwardthinking. Our goal Measurable successfor our clients and our team.
What Youll Do:
As a Financial Advisor youll be the heartbeat of our client relationships turning their ambitions into achievements with tailored plans and private investment edge. Heres what youll take on:
- Uncover clients goals and craft strategies that deliverleveraging private investments and sharp financial planning.
- Provide bigpicture advice on retirement taxes estate planning and risk management.
- Drive portfolio performance with regular reviews and bold resultsfocused 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.
Who Were Looking For:
Were after someone who lives for purpose fits our culture and delivers resultssomeone humble hungry and smart. Heres what wed love to see:
- A bachelors degree in finance economics or a related field.
- 5 years in wealth management or financial planning (Series 65 or CFP designation is a big plus).
- A proven ability to build trust and keep clients coming backportable clients are a bonus.
- Deep knowhow in complex planning and private investments.
- Analytical chops and a knack for making smart calls under pressure.
- Killer communication skillsconnect with people and break down big ideas simply.
- A team player whos just as comfortable flying solo.
- Integrity that runs deep with a passion for putting clients first.
If youre a transactional productpusher this isnt your spot. But if youre motivated by meaningful work crave a culture that values your input and want to drive real results with a team thats changing the game lets talk.
Why Join Us
This is more than a jobits a chance to grow contribute and win. At Revolution Group youll plug into a purposedriven culture wield private investment tools most advisors only dream of and help clients build lasting wealth. Were a team that celebrates hard work humility and big outcomesjoin us and lets make waves together in Omaha NE.
Ready to step up Apply today as a Financial Advisor at Revolution Group LLC! Send your resume a cover letter that shows us your spark andif youve got themthree references. Lets create something extraordinary.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
