A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
Make Your Mark at Revolution Group Are 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 Financial Advisor / 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 ForExperience 3-10+ years in wealth management, financial planning, or client relationship management Experience working with high-net-worth clients preferred Skillset Strong relationship-building and communication skills Highly organized and detail-oriented Ability to manage multiple client relationships simultaneously Collaborative mindset and team-first approach Licensing Series 65 (or ability to obtain within 90 days) preferred CFP® or similar designation is a plus Compensation & Benefits Competitive base salary Bonuses Health benefits, dental and vision 401k safe harbor Final Note This role is ideal for someone who enjoys: building long-term relationships delivering a high level of service and 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!
