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Senior Wealth Advisor (Fiduciary / 10+ Years Experience)

Full-time | Hybrid | Chicago, IL

Senior Wealth Advisor (Fiduciary / 10+ Years Experience)

About the Role

Revise is a fiduciary investment advisory and insurance group serving high-net-worth professionals and families. We integrate institutional-grade portfolio management with advanced risk engineering—combining equities, fixed income, alternatives, and insurance—to build portfolios that endure through every market regime. As a Senior Wealth Advisor, you’ll bring your advisory expertise and client relationships into a modern, independent platform that blends the freedom of RIA ownership with world-class investment infrastructure. You’ll work directly with our Chief Strategist and operations team to design personalized wealth strategies, streamline transitions, and grow your book under the Revise brand or your own.

CANDIDATES OUTSIDE THE UNITED STATES WILL NOT BE CONSIDERED.

Key Responsibilities

  • Manage and deepen client relationships with assets of $1M+
  • Lead comprehensive planning, investment, and protection discussions
  • Transition existing clients from prior firms to the Revise platform
  • Collaborate with internal specialists across investment management, insurance, and tax strategy
  • Maintain fiduciary standards across all recommendations and communications
  • Contribute to thought leadership and strategic growth initiatives

Qualifications

  • 10+ years of advisory or private wealth experience (RIA or wirehouse background preferred)
  • Proven record of managing client relationships and building trust
  • Strong understanding of portfolio construction, asset allocation, and tax strategy
  • Series 65 or CFP required
  • Life insurance license preferred
  • Entrepreneurial mindset with interest in long-term independence
  • Exceptional communication and relationship management skills

Who we are

Preserve, compound, and protect wealth with discipline.

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Copyright ©2025 Revise. All rights reserved.

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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