Senior Vice President of Wealth Management
1 week ago
Position: Vice President – Wealth Management
Company: Realized Holdings Inc
Classification: Exempt
Position Type: Full Time
Reporting To: Stephanie Elliott
Overview
The Vice President of Wealth Management will oversee a portfolio of high-net-worth clients, including individuals, entities, Broker Dealers, and Registered Investment Advisors (RIAs). This role focuses on guiding clients through the transition from direct investment properties to diversified portfolios that leverage Tax Optimized Real Estate ("TORE") solutions aimed at generating passive income. The incumbent will act as a key expert in Investment Property Wealth Management, delivering tailored solutions aligned with clients' financial objectives.
Key Responsibilities
- Engage with clients to discuss strategies for Investment Property Wealth Management, serving as the leading expert in Tax Optimized Real Estate.
- Develop goal-oriented financial plans and assess risk tolerance to effectively manage client portfolios.
- Collaborate with a Realized Private Client Associate to cultivate and maintain strong, trust-based relationships with clients through personalized financial planning.
- Utilize both warm and cold outreach methods to connect with potential clients and business partners.
- Meet established revenue targets while prioritizing the best interests of clients.
- Work alongside the Realized Research team to deliver customized investment strategies to clients.
- Assess investor qualifications for various investment products.
- Build professional networks to provide clients with additional resources as needed.
- Coordinate with internal teams to enhance operational systems and processes.
Qualifications
- Minimum of 3 years of consultative sales experience within the securities sector.
- Proficient in utilizing CRM software.
- Possession of active FINRA Series 7 and Series 66 licenses, or a combination of Series 65 and 63.
Preferred Skills
- Familiarity with DST and 1031 exchanges, Opportunity Zone Funds, REITs, and commercial real estate.
- Understanding of Modern Portfolio Theory (MPT), portfolio construction, risk tolerance, and risk-adjusted returns.
Additional Attributes
- Ability to effectively sell concepts through a consultative approach.
- Quickly establish rapport with affluent clients.
- Strong active listening and communication skills.
- Excellent time management and organizational abilities.
- Team-oriented mindset with the capacity to manage multiple tasks in a results-driven environment.
- Intellectual curiosity and a commitment to continuous learning.
- High level of integrity and ethical standards.
- Self-motivated and proactive in achieving goals.
Supervisory Responsibilities:
- This position does not have supervisory responsibilities.
Success Indicators
- Employ a consultative sales approach.
- Demonstrate patience throughout the extended sales cycle.
- Exhibit a clear understanding of goal-oriented financial planning within the investment property wealth management domain.
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