Executive Director of Investment Property Wealth Management

6 days ago

Austin, Texas, United States Realized Full time
Job Summary

This position will manage high-net-worth clients, entities, and businesses seeking guidance with transitioning from direct investment property to diversified portfolios of interests in institutional-quality properties using Tax Optimized Real Estate (TORE) solutions to generate passive income.

This position will serve as a subject matter expert in Investment Property Wealth Management and look to provide appropriate solutions through investment planning driven by financial goals.

Key Responsibilities
  • Consult with clients regarding Investment Property Wealth Management strategies and serve as the subject matter expert in Tax Optimized Real Estate.
  • Establish goal-based financial planning and risk tolerance with clients to manage Investment Property Wealth Management.
  • Partner with a Private Client Associate to build and develop trusted and ongoing relationships with clients through goal-based financial planning.
  • Using marketing-driven leads, make warm and cold calls to prospective clients and business partners.
  • Achieve set revenue goals while serving the client's best interests.
  • Partner with the Research team to present customized investment plans to investors.
  • Qualify investors on investment products.
  • Establish professional networks to assist clients in need of additional resources.
  • Communicate with internal stakeholders to continuously improve systems and processes.
Requirements
  • 3+ years of consultative sales experience in the securities industry.
  • Proficient use of CRM tools.
  • Active FINRA Series 7, and Series 66 or combination of 65 and 63.
Preferred Qualifications
  • Knowledge of DST and 1031 exchanges, Opportunity Zone Funds, REITs, and commercial real estate.
  • Knowledge of MPT, portfolio construction, risk tolerance, and risk-adjusted returns.
Additional Qualifications
  • The ability to sell concepts using a highly consultative methodology.
  • The ability to connect quickly with affluent prospects.
  • Active listening skills.
  • Strong oral and written communication skills.
  • Excellent time-management skills.
  • Organizational skills in a detail-oriented setting.
  • Team player with the ability to multi-task in a results-driven environment.
  • Intellectually curious and willingness to continuously learn.
  • Integrity and strong sense of ethics.
  • Highly motivated and a self-starter.

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