Investment Property Wealth Manager

3 weeks ago


Austin, Texas, United States Realized Holdings Inc Full time
Job Description

This role is designed for a highly motivated individual with strong consultative skills to manage accredited and sophisticated clients seeking guidance on transitioning from direct investment property to diversified portfolios of interests in institutional-quality properties using Tax Optimized Real Estate (TORE) solutions.

The successful candidate will serve as a subject matter expert in Investment Property Wealth Management, providing appropriate solutions through investment planning driven by financial goals.

Key Responsibilities:

  • Establish goal-based financial planning and risk tolerance with clients to manage Investment Property Wealth Management.
  • Partner with a Realized Private Client Associate to build and develop trusted and ongoing relationships with clients through goal-based financial planning.
  • Achieve set revenue goals while serving the client's best interests.
  • 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.

Estimated Salary: $120,000 - $180,000 per year

We offer a competitive salary package that reflects your exceptional skills and experience. If you're passionate about delivering exceptional client experiences and driving revenue growth, we'd love to hear from you.



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