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