Financial Advisor – Relationship Manager

Job overview

The Financial Advisor – Relationship Manager role is onsite in Omaha, NE. Compensation is not specified; the posting describes a competitive base salary and bonuses. The role supports Revolution Group’s collaborative, fee-only advisory model for clients with complex financial lives.

What you'll do

• Serve as a primary contact for assigned clients, communicate proactively, coordinate and participate in client meetings and reviews, and follow through on requests and action items.
• Monitor accounts, coordinate with tax, investment, and operations colleagues, keep relationship information organized, and identify opportunities to deepen client relationships.

What we're looking for

Skills & competencies

financial advisor

relationship manager

omaha ne

revolution group

wealth management

financial planning

client relationships

high-net-worth clients

investment advisory

series 65

cfp preferred

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, dental, and vision benefits
• 401(k) safe harbor
• bonuses.

Why this role

Series 65 is preferred or may be obtained within 90 days; CFP or a similar designation is a plus.

About the employer

Revolution Group, LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.