Business Development Advisor

Are you driven by building meaningful relationships and connecting the right people at the right time?

Do you naturally create trust with business owners, families, and professional partners—and enjoy bringing those relationships together in a way that creates long-term impact?

At Revolution Group, LLC, we’re looking for a Business Development Advisor to expand our reach by developing relationships, building centers of influence, and introducing clients to a more coordinated, intentional approach to wealth.

Revolution Group, LLC isn’t just another firm—it’s a movement. Our founder, once the lead strategist for one of the world’s richest families, created Revolution Capital—our SEC-registered investment advisor and planning division—to fix what’s broken in wealth management: lackluster service, generic portfolios, and misaligned priorities.

We partner with business owners, UHNW families, family offices, foundations, and endowments with complex financial lives.

We are a REAL FIDUCIARY™, fee-only, and fiercely committed to our clients’ best interests. Our purpose? To create financial security and a legacy for generations. Our culture? Hardworking, humble, and forward-thinking. Our goal? Measurable success—for our clients and our team.

As a Business Development Director, you will focus on building relationships and creating connections that lead to long-term client partnerships.

This includes:

• Developing trusted relationships with centers of influence (CPAs, attorneys, and other advisors)
• Engaging with business owners, families, and institutional clients navigating complex financial decisions
• Introducing prospective clients to our team-based, integrated approach

You will play a key role in expanding the firm’s network and helping the right clients find the right advisory relationship.

• Build and maintain strong relationships with centers of influence
• Develop connections within the business owner, UHNW, and institutional community
• Establish trust with prospective clients over time

• Lead initial conversations with prospective clients
• Understand their needs, goals, and current advisory structure
• Introduce them to our collaborative team and approach

• Participate in and follow up on firm-hosted learning events
• Cultivate relationships through personal and professional networks
• Maintain consistent communication with key contacts

• Work closely with advisors and tax professionals to ensure a smooth client experience
• Help transition new relationships into long-term partnerships with the firm

• Background in wealth management, private banking, institutional consulting, or relationship-driven business development
• Experience working with business owners, families, or institutional clients (family offices, foundations, endowments) preferred

• Strong interpersonal and relationship-building ability
• Natural connector with high emotional intelligence
• Ability to navigate complex financial conversations
• Organized and consistent in follow-up and communication

• Series 65 (or ability to obtain within 90 days) preferred
• CFP® or similar designation is a plus, not required

• Competitive base salary
• Bonuses

This role is ideal for someone who enjoys:

• building long-term relationships
• connecting people and ideas
• and helping clients find a more coordinated approach to their financial lives

If you are energized by creating meaningful connections and being part of a collaborative, high-integrity team—we’d welcome a conversation.