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Financial Consultant

VP, Wealth Management — Tax-Optimized Real Estate

Job in Austin, Travis County, Texas, 78716, USA
Listing for: Realized Holdings, LLC
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly USD 70000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Austin, TX is looking for an experienced Wealth Management Consultant to support clients transitioning to diversified portfolios. Key responsibilities include consulting on strategies, establishing financial goals, and collaborating with internal teams to deliver investment solutions. The ideal candidate seeks a challenging role with a minimum of 3 years in consultative sales within the securities industry and necessary FINRA licenses.
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