Revision Wealth Management Jobs in United States

The Paraplanner is responsible for developing comprehensive financial plans in collaboration with advisors at Revision Wealth Management. · Working knowledge of retirement, investment, tax, insurance, and estate planning concepts · Strong analytical and written communication skil ...

We are seeking an experienced Executive Administrative Partner to support senior leadership as the firm continues to grow. · This role is critical to maintaining operational excellence, executive focus, and seamless internal and client-facing coordination. · The ideal candidate i ...

+The Marketing and Events Coordinator is responsible for executing all firm marketing events and managing the qualification and follow-up process to ensure advisors are meeting with the right individuals. · ...

We are seeking a Legacy Planning Consultant to work within our office as part of our retirement and planning team. This role partners closely with advisors and planners to help clients think clearly and act intentionally around estate and legacy decisions that affect their famili ...

We are seeking an experienced Executive Administrative Partner to support senior leadership at Revision Wealth Management. · This individual will serve as a trusted partner to leadership, helping translate vision into execution while keeping the firm running smoothly behind the s ...

The Marketing and Events Coordinator is responsible for executing all firm marketing events and managing the qualification and follow-up process to ensure advisors are meeting with the right individuals. This role attends events, conducts qualification calls, manages post-event f ...

Revision Wealth Management · Revision Wealth Management is a rapidly scaling wealth management firm built on clarity, integrity, and disciplined execution. We are seeking an experienced Executive Administrative Partner to support senior leadership as the firm continues to grow. T ...

We are seeking a Legacy Planning Consultant to work within our office as part of our retirement and planning team. · This role partners closely with advisors and planners to help clients think clearly and act intentionally around estate and legacy decisions that affect their fami ...

About the Role: · We are continuing to expand our advisory team in Jacksonville and seeking confident, client-focused Retirement Consultants to guide individuals and families through the retirement planning process. This role blends education, connection, and consulting — helping ...

Who We Are · Revision Wealth Management is a wealth management firm serving high-net-worth and mass-affluent clients through integrated financial planning. Our approach aligns income, investments, taxes, insurance, and estate planning into a single, disciplined strategy. · We ope ...