Investment Strategist

JAE Consulting Inc.; United States; A distancia; USD 90.000 - 150.000; Jornada completa

Descripción de la vacante

JAE Consulting Inc. is seeking an Investment Strategist to serve as a trusted advisor to investors across the United States. You will define client goals, evaluate opportunities and guide purchases from discovery through closing and beyond, leveraging a steady stream of qualified leads with support from marketing and operations teams.

This is a W2 role with base salary plus commission. You will analyze cash flow, rental yield and returns, maintain ongoing client relationships and stay current on

Formación

• Proven track record in real estate, financial sales or investment advisory.
• Strong grasp of real estate investment principles, including cash-flow and market fundamentals.
• Familiarity with investment financing and tax considerations for real estate investors.
• Excellent negotiation, communication and closing skills with a client-first mindset.
• Ability to build trust quickly and manage remote client relationships.

Responsabilidades

• Hold in-depth discovery conversations to understand investors’ financial goals and risk tolerance.
• Analyze investment opportunities, including cash flow, rental yield and projected returns.
• Manage transactions through closing, coordinating with sellers, lenders, and internal staff.
• Explain financing options and coordinate handoffs with partner lenders and property managers.
• Build lasting client relationships through proactive communication and market insights.
• Stay current on market trends and regulatory developments to identify opportunities.
• Maintain a CRM-driven pipeline from inquiry to closed purchase.

Conocimientos

Real estate sales

Investment advisory

Negotiation

Closing skills

Remote work experience

Google Workspace

HubSpot

Herramientas

HubSpot

Google Workspace

Descripción del empleo

Remote, United States

About the company

Our client helps everyday people build long-term wealth through income-producing investments, without needing to become full-time investors themselves. Rather than chasing quick transactions, they act as a long-term advisor to clients, from first-time buyers to seasoned investors growing large portfolios, and that approach drives a steady flow of repeat and referral business. They offer education and consultative conversations instead of hard-sell pitches, and build lasting relationships where success is measured by doing right by the client.

About the role

As an Investment Strategist, you'll be a trusted advisor to investors across the country, helping them define their goals, evaluate opportunities and complete their purchases. You'll own the client relationship from discovery through closing and beyond, working from a steady flow of qualified leads with the support of our marketing, operations and partner teams. This role suits an experienced, self-directed sales professional who wants autonomy, flexibility and uncapped earning potential (this is a W2 role, base plus commission).

What you'll do

• Hold in-depth discovery conversations to understand each investor's financial goals, risk tolerance and timeline, and guide them on markets, property selection and long-term strategy.
• Analyze investment opportunities, including cash flow, rental yield and projected returns, and present clear, data-backed recommendations.
• Manage transactions through closing, coordinating with sellers, title companies, lenders, legal counsel and internal support staff.
• Help clients understand financing options and coordinate handoffs with partner lenders, insurance providers and property managers.
• Build lasting client relationships through proactive communication and ongoing market insights that support repeat and referral business.
• Stay current on market trends, economic indicators and regulatory developments to identify emerging opportunities.
• Maintain an accurate pipeline and consistent follow-up in the CRM from first inquiry to closed purchase.

What we're looking for

• A proven track record in real estate, financial sales or investment advisory, ideally in a remote setting.
• A strong grasp of real estate investment principles, including cash-flow analysis, investment metrics and market fundamentals.
• Familiarity with investment financing and the tax considerations that matter to real estate investors.
• Excellent negotiation, communication and closing skills, with a client-first mindset.
• The ability to build trust quickly and address concerns about investing outside one's home market.
• A history of consistently exceeding targets in competitive markets.
• Self-motivation, strong organization and comfort managing competing priorities independently.
• Experience with Google Workspace and HubSpot is an asset.