Investment Property Wealth Manager
3 weeks ago
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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