Job Description
Vice President – Wealth Management
📍 Austin, TX | Our Client: Realized Financial | Full-Time
The Opportunity
Our client, Realized Financial, is seeking a Vice President of Wealth Management to advise accredited investors, Broker Dealers, and RIAs on transitioning from direct investment property into diversified portfolios of institutional-quality real estate. Leveraging Tax Optimized Real Estate® (TORE) solutions, you’ll guide clients in creating passive income strategies through goal-based financial planning.
Key Responsibilities
- Act as a subject matter expert in Investment Property Wealth Management® and TORE strategies.
- Build trusted client relationships through personalized, consultative financial planning.
- Partner with Private Client Associates to deliver seamless client service.
- Engage new prospects through both warm leads and targeted outreach.
- Collaborate with internal Research teams to present tailored investment plans.
- Qualify investors on DSTs, 1031 exchanges, Opportunity Zone Funds, REITs, and commercial real estate.
- Consistently meet revenue goals while prioritizing clients’ best interests.
Qualifications
- 3+ years of consultative sales experience in the securities industry.
- Active FINRA Series 7 and Series 66 (or Series 65 + 63).
- Proven consultative sales skills with the ability to connect quickly with affluent prospects.
- Strong listening, communication, and relationship-building skills.
- Detail-oriented, highly organized, and comfortable with long sales cycles.
Preferred Experience
- Knowledge of DSTs, 1031 exchanges, Opportunity Zone Funds, REITs, and CRE.
- Familiarity with Modern Portfolio Theory, portfolio construction, and risk-adjusted returns.
Why Apply?
This is a high-visibility role with a client redefining wealth management through real estate. You’ll have the chance to work with sophisticated investors and deliver innovative, tax-optimized solutions in a collaborative, growth-focused environment.