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
Senior Wealth Advisor (10+ Years Experience)
Location: Chicago, IL
Revise is seeking an experienced fiduciary advisor ready to transition from a wirehouse or broker-dealer environment into true independence. You’ll join a boutique RIA and insurance group built for high-net-worth professionals who demand precision from their wealth strategy.
Associate Wealth Advisor (2–3 Years Experience)
Location: Chicago, IL
Join Revise as an Associate Wealth Advisor supporting a fiduciary team managing portfolios for high-net-worth professionals. This is a hands-on opportunity to learn institutional-level wealth management within a fast-growing boutique RIA.
Operations & Client Service Manager
Location: Chicago, IL
Revise is seeking a detail-driven operations professional to manage the daily execution of our advisory and insurance back office. This role is ideal for someone who thrives in precision, organization, and structure—ensuring every client account and internal process runs flawlessly.
Who we are
Preserve, compound,
and protect wealth
with discipline.
5.0
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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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