VP, Wealth Management — Remote & Real Asset Strategy

Realized Holdings; Austin (TX); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Realized Holdings in Austin, TX is seeking a seasoned Investment Property Wealth Management advisor to guide accredited clients, brokers, and RIAs in transitioning to diversified real estate income using Tax Optimized Real Estate solutions. The role may be in Austin or remote.

You will partner with a Private Client Associate to build ongoing client relationships, establish goal-based plans, and achieve revenue goals while acting in the client’s best interests.

Qualifications

• 3+ years of consultative sales in the securities industry.
• Proficient use of CRM tools.
• Active FINRA Series 7, and Series 66 or combination of 65 and 63.

Responsibilities

• Consult with clients regarding Investment Property Wealth Management strategies.
• Establish goal-based financial planning and risk tolerance with clients.
• Partner with a Realized Private Client Associate to build relationships.

Skills

Consultative sales

Relationship building

Communication

Client management

Tools

CRM tools

Job description

Realized Holdings in Austin, TX is seeking a seasoned Investment Property Wealth Management advisor to guide accredited clients, brokers, and RIAs in transitioning to diversified real estate income using Tax Optimized Real Estate solutions. The role may be in Austin or remote.

You will partner with a Private Client Associate to build ongoing client relationships, establish goal-based plans, and achieve revenue goals while acting in the client’s best interests.