Senior Wealth Advisor
Senior Wealth Advisor
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Make Your Mark: Senior Wealth Advisor Opportunity at Revolution Group LLC in Omaha NE
Were different by design. Based in Omaha NE we blend top-tier financial planning with access to private investment opportunitieslike real estate private equity and morethat set us apart from the pack. We handle the nitty-grittyportfolio construction cutting-edge tech back-office 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 SEC-registered 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 high-net-worth individuals and families delivering results that matter.
Were 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 successfor our clients and our team.
What Youll Do:
As a Senior Wealth Advisor youll 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. Heres what youll take on:
- Uncover clients goals and craft strategies that deliverleveraging 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.
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 Certified Financial Planner (CFP) designation highly preferred.
- A proven ability to build trust and keep clients coming backportable 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 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 product-pusher 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 purpose-driven 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 Senior Wealth 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:
Senior IC
Employment Type
Full-Time
