Senior Wealth Advisor (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