Vice President - Wealth Management

The Vice President of Wealth Management manages accredited and sophisticated clients, entities, and business partners seeking guidance on transitioning to diversified portfolios of institutional-quality properties using Tax Optimized Real Estate solutions. This role serves as a subject matter expert in Investment Property Wealth Management, providing goal-based financial planning and risk tolerance assessments to generate passive income. The position involves building trusted client relationships, achieving revenue goals, and presenting customized investment plans to investors.