Wealth Advisor

3 months ago

Omaha, United States Revolution Group, LLC Full time
Job DescriptionJob Description

Join our Team as a Wealth Advisor at Revolution Group, LLC in Omaha, NE

Are you a passionate and driven individual looking to make a profound impact on the lives of individuals and families? Do you have a keen interest in financial planning, investment management, and providing comprehensive wealth advisory services? If so, we have an exciting opportunity for you to join our team as a Wealth Advisor at Revolution Group, LLC.

At Revolution Group, LLC, we cover portfolio construction and back-office technology and software, allowing our Wealth Advisors to focus solely on being advisors. We foster a culture of innovation and collaboration, where every team member's expertise is valued and respected. We prioritize continuous learning and professional development opportunities to ensure our Wealth Advisors stay ahead of the curve and deliver unparalleled service to our esteemed clients.

About Us:

Revolution Group, LLC is a leading wealth advisory firm headquartered in Omaha, NE. Revolution Group was founded with a vision to redefine the wealth management industry by addressing common issues such as a lack of service, incompetent portfolio designs, self-serving products, and poor communication. We have witnessed firsthand the mistrust and underperforming results that often plague the industry, and we are committed to changing this narrative.

Our founder, after serving as the lead strategist and portfolio manager for one of the world's wealthiest families, established Revolution Capital—the SEC registered investment advisor and financial planning division of Revolution Group. We leverage the same methodology, services, and resources used in constructing and managing a multi-billion-dollar portfolio for high net worth individuals and families.

As a REAL FIDUCIARY™, we are committed to serving our clients' best interests, offering unbiased advice that is tailored to their unique goals and circumstances. We are a fee/cost only firm.

Job Responsibilities:

As a Wealth Advisor, your primary responsibility will be to build and maintain strong relationships with clients, providing them with personalized guidance and exceptional service. You will collaborate closely with clients to understand their financial goals, risk tolerance, and investment preferences, and develop comprehensive wealth management plans accordingly.

Your key duties and responsibilities in this role will include:

  • Conducting in-depth financial analysis to develop personalized wealth management strategies tailored to clients' needs
  • Providing comprehensive financial planning advice, including retirement planning, tax planning, estate planning, and risk management
  • Conducting ongoing portfolio reviews
  • Monitoring financial markets, economic trends, and investment products to provide insightful advice and make informed decisions
  • Proactively identifying new business opportunities and collaborating with team members to expand client relationships
  • Staying up-to-date with industry regulations and best practices, ensuring compliance with all relevant laws and guidelines

Qualifications:

We are seeking candidates who possess the following qualifications and skills:

  • A bachelor's degree in finance, economics, or a related field
  • Minimum of 5 years of experience in wealth management or financial planning
  • Series 65 strongly preferred
  • Certified Financial Planner (CFP) designation strongly preferred
  • Portability of existing clients preferred
  • Proven track record of building and maintaining client relationships
  • Strong knowledge of complex planning strategies
  • Excellent analytical, problem-solving, and decision-making abilities
  • Outstanding communication and interpersonal skills
  • Ability to work independently and as part of a collaborative team
  • High level of integrity, with a commitment to acting in clients' best interests

If you are transactional and a product pusher, this position is NOT a fit for you. However, if you are driven by a passion for financial planning, possess exceptional interpersonal skills, and are looking to join a dynamic team of professionals committed to making a meaningful difference in the lives of clients, we invite you to apply to the position of Wealth Advisor at Revolution Group, LLC. Please attach cover letter and resume and 3 references if possible.

Join our team and embark on a rewarding journey that provides countless opportunities to grow personally and professionally. Make a profound impact as a Wealth Advisor at Revolution Group, LLC and help clients achieve financial success and security for generations to come.



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