Vice President - Wealth Management

This position will manage 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 (“TORE”) solutions to generate passive income. This position will serve as a subject matter expert in Investment Property Wealth Management and look to provide appropriate solutions through investment planning driven by financial goals.

• Company: Realized Financial
• Classification: Exempt
• Position Type: Full Time
• Reports to: Stephanie Elliott
• Date Job Description Revised: 09/12/2024

• Consult with clients regarding Investment Property Wealth Management strategies and serve as the subject matter expert in Tax Optimized Real Estate.
• Establish goal based financial planning and risk tolerance with clients to manage Investment Property Wealth Management.
• Partner with a Realized Private Client Associate to build and develop trusted and ongoing relationships with clients through goal based financial planning.
• Using marketing driven leads, make warm and cold calls to prospective direct-to-consumer clients and business partners.
• Achieve set revenue goals while serving the client’s best interests.
• Partner with the Realized Research team to present customized investment plans to investors.
• Qualify investors on investment products.
• Establish professional networks to assist clients in need of additional resources.
• Communicate with internal stakeholders to continuously improve systems and processes.

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

• Knowledge of DST and 1031 exchanges, Opportunity Zone Funds, REITs and commercial real estate.
• Knowledge of MPT, portfolio construction, risk tolerance and risk adjusted returns.

• The ability to sell concepts using a highly consultative methodology.
• The ability to connect quickly with affluent prospects.
• Active listening skills.
• Strong oral and written communication skills.
• Excellent time-management skills.
• Organizational skills in a detail-oriented setting.
• Team player with the ability to multi-task in a results-driven environment.
• Intellectually curious and willingness to continuously learn.
• Integrity and strong sense of ethics.
• Highly motivated and a self-starter.

• None

• Have a consultative approach to sales.
• Patience with the long sales cycle.
• Clear understanding of goals based financial planning within the investment property wealth management space.

• Mid-Senior level

• Full-time

• Finance and Sales