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1–2 jobs· newest first

Private Wealth Real Estate Strategist
Edward Jones · Tempe, US+1 more
On-site · Full-time
Vice President – Business Solutions Consultant
Realized Holdings Inc · Austin, US
Hybrid · Full-time · Manager

+10K new in the last hour

Private Wealth Real Estate Strategist

Edward Jones · Posted Nov 5, 2026

Tempe, Arizona, United States +1 more
On-site
Full-time
10+ years

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Serve as a central resource for complex real estate opportunities and decisions arising within Generations client relationships, evaluating holdings, transactions, and coordinating resources to integrate real estate into broader wealth planning.

Locations (2)

Tempe, Arizona, United States
St. Louis, Missouri, United States

Responsibilities

Serve as a central resource for complex real estate opportunities and decisions arising within Generations client relationships.
Evaluate real estate holdings and transactions in the context of the client's broader wealth, liquidity, investment, tax, estate, and legacy objectives.
Help advisors identify planning implications and opportunities created by acquisitions, dispositions, refinancing, income-producing properties, and changes in real estate ownership.
Provide expertise across real estate strategies and resources, including commercial real estate brokerage, investment-property transactions, real estate tax considerations, 1031 exchanges, DSTs, UPREIT/721s, qualified opportunity zones, real estate exit planning, and charitable real estate strategies.
Create an integrated client experience across the financial advisor, Generations team, and external professionals.

Requirements

Bachelor's degree
Series 7 license
Series 66 license
Insurance license
CFP designation (preferred)

Skills

Commercial real estate Real estate investment advisory Private wealth management Private banking Family office Tax-efficient real estate strategies 1031 exchanges Delaware Statutory Trusts (DSTs)UPREIT/721 exchanges Qualified Opportunity Zones Charitable real estate strategies Coordination with financial advisors, tax professionals, attorneys, lenders

Benefits

Medical
Prescription drug
Dental
Vision
Accident

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Vice President – Business Solutions Consultant

Realized Holdings Inc · Posted Nov 5, 2026

Austin, Texas, United States
Hybrid
Full-time · Manager
7+ years

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Lead the Business Solutions Consultant function, driving advisor engagement and portfolio construction for investment property wealth management.

Responsibilities

Engage advisors and their teams to understand their practice, client base and objectives
Educate advisors on 1031 exchanges, real estate and real estate securities, and how Realized’s approach improves client outcomes
Equip advisors to identify opportunities early
Deliver presentations, webinars and practice-management sessions
Qualify early-stage opportunities and help advisors frame the conversation with their clients

Requirements

Bachelor’s degree or equivalent experience

Skills

financial services sales alternative investments real estate securities managed accounts TAMP 1031 exchanges DSTs

portfolio construction

advisory business model

CRM proficiency

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