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
Qualifications
Preferred Experience
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.
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