Vice President - Wealth Management

Vice President – Wealth Management

Company: Realized Financial

Classification: Exempt

Position Type: Full Time

Reports to: Stephanie Elliott

Date Job Description Revised: 09/12/2024

Job Summary

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.

Essential Functions

• 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
  
  

Required Education And Experience

• 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.
  
  

Preferred Education And Experience

• 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.
  
  

Additional Qualifications

• 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.
  
  

Supervisory Responsibility

• None
  
  

Job Success indicators

• 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.