VP - Wealth Management Job at Blayze Group, Austin, TX

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  • Blayze Group
  • Austin, TX

Job Description

Vice President – Wealth Management

📍 Austin, TX | Our Client: Realized Financial | Full-Time

The Opportunity

Our client, Realized Financial, is seeking a Vice President of Wealth Management to advise accredited investors, Broker Dealers, and RIAs on transitioning from direct investment property into diversified portfolios of institutional-quality real estate. Leveraging Tax Optimized Real Estate® (TORE) solutions, you’ll guide clients in creating passive income strategies through goal-based financial planning .

Key Responsibilities

  • Act as a subject matter expert in Investment Property Wealth Management® and TORE strategies.
  • Build trusted client relationships through personalized, consultative financial planning.
  • Partner with Private Client Associates to deliver seamless client service.
  • Engage new prospects through both warm leads and targeted outreach.
  • Collaborate with internal Research teams to present tailored investment plans.
  • Qualify investors on DSTs, 1031 exchanges, Opportunity Zone Funds, REITs, and commercial real estate.
  • Consistently meet revenue goals while prioritizing clients’ best interests.

Qualifications

  • 3+ years of consultative sales experience in the securities industry.
  • Active FINRA Series 7 and Series 66 (or Series 65 + 63).
  • Proven consultative sales skills with the ability to connect quickly with affluent prospects.
  • Strong listening, communication, and relationship-building skills.
  • Detail-oriented, highly organized, and comfortable with long sales cycles.

Preferred Experience

  • Knowledge of DSTs, 1031 exchanges, Opportunity Zone Funds, REITs, and CRE.
  • Familiarity with Modern Portfolio Theory, portfolio construction, and risk-adjusted returns.

Why Apply?

This is a high-visibility role with a client redefining wealth management through real estate. You’ll have the chance to work with sophisticated investors and deliver innovative, tax-optimized solutions in a collaborative, growth-focused environment.

Job Tags

Full time,

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