Senior Wealth Advisor (5+ Years Experience)

About Revise

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.

Role Overview

CANDIDATES OUTSIDE THE UNITED STATES WILL NOT BE CONSIDERED.

Key Responsibilities

• Meet with prospective and existing clients to understand goals, assets, risk tolerance, and timelines
• Present and explain portfolio strategies in a clear, non-salesy way
• Serve as the primary point of contact for assigned clients
• Maintain long-term client relationships through regular check-ins and reviews
• Coordinate with internal teams on onboarding, analysis, and implementation
• Proactively source and qualify new leads through outbound efforts, referrals, and partnerships, in addition to firm-provided leads
• Follow up with inbound leads and guide them through the advisory process
• Build and maintain a personal pipeline of prospective clients
• Represent Revise professionally in networking and partner conversations
• Ensure all client interactions and recommendations align with fiduciary standards and firm policies
• Maintain accurate CRM records and meeting notes
• Support required compliance and suitability documentation

Qualifications

• Series 65 or CFP required
• 10+ years experience in financial advisory, wealth management, or a related client-facing financial role
• Proven record of managing client relationships and building trust
• Strong understanding of portfolio construction, asset allocation, and tax strategy
• Strong communication skills, especially explaining complex financial topics simply
• Entrepreneurial mindset with interest in long-term independence
• Comfortable prospecting and asking for business
• Organized, accountable, and self-directed
• High ethical standards and client-first mindset

Nice To Haves

• Experience working with high-income professionals or executives
• Familiarity with insurance-based strategies and retirement planning
• Existing book of business or referral network
• Life insurance license

What We Offer

• Competitive base + performance-based compensation
• Lead flow plus support for outbound prospecting
• Modern tools, real analysis, and no pressure to push products
• Clear growth path as the firm scales