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Financial Advisor - Relationship Manager

revolution groupOmaha, NESenior L5
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial Managers
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
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Job Description: Make Your Mark at Revolution GroupAre you driven by building long-term relationships and delivering a high level of client experience? Do you take pride in knowing your clients deeply, staying proactive, and ensuring nothing falls through the cracks? At Revolution Group, LLC, we’re looking for a Relationship Manager to support and strengthen existing client relationships within a collaborative, team-based advisory model.
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 partner with business owners, families, family offices, foundations, and endowments with complex financial lives. We are a REAL FIDUCIARY™, fee-only firm—not tied to Wall Street, broker-dealers, or insurance companies. Our approach is collaborative, integrated, and centered on each client’s full financial picture, goals, and purpose.
The Role:
  • As a Relationship Manager, you will be responsible for maintaining and strengthening client relationships after they join the firm.
  • You will serve as a consistent point of contact, ensuring clients receive a high level of service, proactive communication, and coordinated advice across the team.
  • You will work closely with advisors, tax professionals, and investment leadership to deliver a seamless client experience.
  • What You’ll DoClient Relationship Management
  • Serve as a primary contact for assigned client relationships
  • Build trust through consistent, proactive communication
  • Maintain a deep understanding of each client’s goals, priorities, and full financial picture
  • Client Experience & Retention
  • Ensure clients feel supported, informed, and engaged
  • Coordinate and participate in client meetings and reviews
  • Follow through on all client requests and action items in a timely manner
  • Account Oversight & Coordination
  • Monitor client accounts and ensure alignment with planning and investment direction
  • Coordinate with internal team members across tax, investments, and operations
  • Ensure all aspects of the client relationship are organized and up to date
  • Relationship Expansion
  • Identify opportunities to deepen client relationships
  • Support introductions to additional family members or entities when appropriate
What Success Looks Like:
  • High client retention and satisfaction
  • Consistent, proactive communication with clients
  • Organized and well-managed client relationships
What We’re Looking For:
  • Experience3–10+ years in wealth management, financial planning, or client relationship management
  • Experience working with high-net-worth clients preferred
  • SkillsetStrong relationship-building and communication skills
  • Highly organized and detail-oriented
  • Ability to manage multiple client relationships simultaneously
  • Collaborative mindset and team-first approach
  • LicensingSeries 65 (or ability to obtain within 90 days) preferredCFP® or similar designation is a plus
Compensation & Benefits:
  • Competitive base salary
  • BonusesHealth benefits, dental and vision 401k safe harbor
  • Final NoteThis role is ideal for someone who enjoys:building long-term relationshipsdelivering a high level of serviceand working as part of a collaborative advisory team
If you take pride in maintaining strong relationships and delivering an exceptional client experience—we’d welcome a conversation. Ready to step up? Apply today as a Financial Advisor at Revolution Group. Let’s create something extraordinary!#hc252665

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Level

Senior L5

Location

Omaha, NE

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

today

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