Careers
At Revise, we’re transforming the retirement experience by making financial security more accessible and straightforward. Our team thrives on collaboration, innovation, and transparency—values that drive every decision we make. If you’re passionate about making a real impact in a forward-thinking company, we invite you to explore our opportunities and help shape the future of wealth.
Open Roles
Manager, Annuity & Retirement Strategy (Licenses: Life, Series 65 pref.)
Location: Chicago, IL
Join Revise as we transform retirement planning with innovative financial solutions. In this role, reporting to our Chief Strategist, you will play a key part in developing comprehensive retirement strategies by leveraging your expertise in annuities.
Analyst, Retirement & Annuity (Licenses: Life)
Location: Chicago, IL
Join Revise as we transform retirement planning with innovative financial solutions. In this role, reporting to a Retirement Strategist, you will play a key part in nurturing client relationships and helping them smoothly transition to the Revise ecosystem.
Insurance Ops, Retirement Strategy Support
Location: Chicago, IL
Join Revise and be at the forefront of shaping the future of retirement planning. In this integral role, you will support the Retirement Strategy Manager by conducting thorough financial analyses, building detailed financial models, and providing insights that drive strategic decision-making.
Who we are
Protect today,
secure tomorrow.
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Investment advisory services are offered through Revise Wealth LLC, a Registered Investment Adviser (CRD 335629, State of Illinois). Advisory services are available only where Revise Wealth is properly registered or exempt from registration.
Insurance products are offered through Revise Insurance Group LLC (domicile IL #3002790618; CA d/b/a Revise Insurance Solutions #6012761). Fixed indexed annuities (FIAs) are insurance contracts, not bank deposits or securities. They are not FDIC- or NCUA-insured, and guarantees rely on the issuing insurer’s claims-paying ability. Contract values may be reduced by surrender charges, market-value adjustments, or other provisions—review the policy and riders carefully.
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