Wealth Advisor
About the role
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 Wealth Advisor to support and strengthen existing client relationships within a collaborative, team-based advisory model. As a Wealth Advisor, 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.
Responsibilities
- 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
- 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
- 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