VP, Advisor Solutions - Investment Property Wealth

Realized Holdings Inc; Austin (TX); Hybrid; USD 140,000 - 230,000; Full time

Job summary

Realized is seeking a Vice President – Business Solutions Consultant to bring Investment Property Wealth Management to financial advisors and firms. This hybrid role focuses on educating advisors about 1031 exchanges, DSTs, and Realized’s risk-based portfolio approach, while building durable relationships and expanding adoption across advisory practices.

You will lead education sessions, participate in advisor events, and collaborate with Compliance, Marketing, and the investment team to ensure

Qualifications

• 7+ years of experience in financial services sales to advisors.
• Demonstrated success developing advisor relationships and converting those relationships into measurable production.
• Working knowledge of 1031 exchanges and DSTs; familiarity with portfolio construction.
• Understanding of broad investment themes and financial planning services.
• A consultative approach: listen first, diagnose, then recommend.
• Strong presentation and communication skills with advisors, home offices and clients.

Responsibilities

• Engage advisors and their teams to understand practice and objectives; show Realized’s fit.
• Educate advisors on 1031 exchanges, DSTs, and Realized’s portfolio construction and risk quantified approach.
• Equip advisors to identify opportunities and add investment property questions to reviews.
• Deliver one-on-one and group presentations, webinars, and practice-management sessions.

Skills

Financial services sales

Advisor relationships

Consultative selling

Presentation skills

CRM proficiency

Education

Bachelor’s degree or equivalent

Tools

CRM systems

Job description

Realized is seeking a Vice President – Business Solutions Consultant to bring Investment Property Wealth Management to financial advisors and firms. This hybrid role focuses on educating advisors about 1031 exchanges, DSTs, and Realized’s risk-based portfolio approach, while building durable relationships and expanding adoption across advisory practices.

You will lead education sessions, participate in advisor events, and collaborate with Compliance, Marketing, and the investment team to ensure