Investment Consultant at Realized

| Austin
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About Us:
Realized Holdings provides wealth-management solutions for real estate investors. We focus upon helping our clients defer taxes when selling investment properties and utilize unique investment strategies and tax optimized real-estate solutions to help meet our client’s financial and lifestyle goals through real estate investing. In a sense, we are financial consultants for an investor’s real estate portfolio. We have been in business since 2015 with plans for growth through industry leading service and technology.

Our office is located in downtown Austin and offers a friendly, collaborative work environment that is fiercely engaged with delivering outstanding customer service and value to our clients and partners.

Position Summary:

The investment consultant will support sophisticated clients that need guidance with incorporating tax optimized real estate solutions. The consultant will serve as a subject matter expert in Real Estate Wealth Management and look to provide appropriate solutions through investment planning using financial securities.

Essential Functions

  • Prospect warm leads generated by advanced marketing process and answer inbound phone calls and emails from investors.
  • Serve as the subject matter expert in tax optimized real estate during consultation calls with investors.
  • Partner with the real estate team to present customized investment plans to investors.
  • Qualify investors on investment products    
  • Serve as the point person for the client once the transaction process is underway and coordinate with internal transaction specialists during the closing process.
  • Follow up with investors after closing.
  • Be a trusted advisor and problem solver for clients

Required Education and Experience

  • 3 years of sales experience.
  • 2 years of experience working in a CRM.
  • Ability to obtain and maintain a FINRA Series 7 and Series 63 license within the first 3 months of employment.

Preferred Education and Experience

  • Experience in the mortgage, commercial real estate, finance, or securities industry is preferred.
  • Active FINRA Series 7 license and 63

 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
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We're located in the heart of downtown at 2nd and Congress.

An Insider's view of Realized

How would you describe the company’s work-life balance?

I've been in the workforce for a good amount of time & have never worked anywhere that values work/life balance the way this company does. "Family first" is something that is genuinely meant here at Realized.


Executive Assistant

What does your typical day look like?

A typical day for me is starting out in the morning catching up on emails from our offshore product development teams followed by 1 to 2 hours of daily sync up meetings. The rest of my day is occupied with a combination of meetings, requirements gathering and clarification, and completing any daily tasks I may have for that day.


Product Manager

What makes someone successful on your team?

Asking the 'right' questions of our investors, getting a thorough picture of their needs & situation, and documenting those details so they're accessible to other members of the team. Open and consistent communication between the investor, the closer, and the Investment Director makes the closing process as smooth & efficient as possible.


Client Closing Specialist

What are Realized Perks + Benefits

Volunteer in Local Community
Friends Outside of Work
Open Door Policy
Health Insurance & Wellness Benefits
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Onsite Gym
Retirement & Stock Options Benefits
Company Equity
Performance Bonus
Child Care & Parental Leave Benefits
Flexible Work Schedule
Realized provides employees with a flexible work schedule that includes Core hours, Flexible start and end times.
Vacation & Time Off Benefits
Paid Holidays
Paid Sick Days
Perks & Discounts
Company Outings
Realized hosts monthly corporate outings ranging from happy hours, spring picnics to Top Golf
Stocked Kitchen
Happy Hours
Happy hours are hosted on occasion, typically at least once per quarter.
We offer employees Free off-site garage parking two blocks from the office.
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Lunch and Learns
Realized is launching monthly lunch and learn meetings lead by the executive team. We also hold monthly book clubs.
Cross Functional Training Encouraged
Promote from Within
Paid Industry Certifications
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