Associate Wealth Advisor (2–3 Years Experience)

About the Role

Revise is redefining wealth management for professionals and families who expect more from their money. Our fiduciary team integrates institutional-grade portfolio management with insurance and risk-management strategies to preserve and grow client wealth through every market cycle. As an Associate Wealth Advisor, you’ll support senior advisors in managing client relationships, preparing analyses, and implementing strategies across investment, protection, and tax optimization. You’ll gain exposure to direct indexing, structured protection, and alternative asset integration while developing toward full advisor status.

CANDIDATES OUTSIDE THE UNITED STATES WILL NOT BE CONSIDERED.

Key Responsibilities

• Assist in preparing and presenting financial plans and portfolio analyses
• Support account management, onboarding, and client service operations
• Conduct investment research and assist in portfolio construction
• Coordinate with insurance and compliance teams on integrated planning
• Participate in client meetings and follow-up communications
• Maintain CRM and documentation to ensure compliance and consistency

Qualifications

• 2–3 years of experience in financial planning, investment, or advisory support
• Bachelor’s degree in finance, economics, or related field
• Series 65 preferred
• Life insurance license a plus
• Strong analytical, written, and organizational skills
• Passion for learning and growing within a fiduciary RIA environment
• Proactive, professional, and detail-oriented