Tax Optimized Real Estate Specialist

4 days ago


Austin, Texas, United States Realized Holdings Inc Full time
About the Job

This Tax Optimized Real Estate Specialist role offers a unique opportunity to make a meaningful impact in the lives of our clients. As a specialist, you will be responsible for consulting with clients regarding Investment Property Wealth Management strategies and providing guidance on Tax Optimized Real Estate (TORE) solutions.

Main Tasks:

  • Establish goal-based financial planning and risk tolerance with clients to manage Investment Property Wealth Management.
  • Partner with Realized Research team to develop customized investment plans for investors.
  • Utilize marketing-driven leads to engage with prospective clients and business partners.

Requirements:

  • 3+ years of experience in consultative sales within the securities industry.
  • Knowledge of DST and 1031 exchanges, Opportunity Zone Funds, REITs, and commercial real estate.
  • Excellent communication and interpersonal skills.

Estimated Salary: $180,000 - $250,000 per year

We are committed to creating a culture of excellence and innovation. If you're a forward-thinking professional with a passion for delivering exceptional client experiences, we invite you to explore this opportunity.



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