Senior Wealth Management Consultant

5 days ago


Austin, Texas, United States Realized Holdings Inc Full time

We are seeking a highly skilled Senior Wealth Management Consultant to join our team at Realized Holdings Inc.

As a Senior Wealth Management Consultant, you will be responsible for managing accredited and sophisticated clients, entities, Broker Dealers and RIA(s) seeking guidance with transitioning from direct investment property to diversified portfolios of interests in institutional-quality properties using Tax Optimized Real Estate (



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