RealWealth · 10 hours ago
Real Estate Investment Counselor
United States
Full-time
Remote
Mid Level
$60K/yr - $60K/yr
4+ years exp
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Responsibilities
Build and maintain strong relationships with clients by providing personalized investment counseling.
Assist clients in developing and implementing investment strategies that align with their goals and financial objectives.
Complete a minimum of 600 documented Member Sessions per year (via phone or email) and maintain calendar availability for scheduled investor calls a minimum of 20 hours per week.
Share your expert knowledge of real estate investment strategies, including property selection, financing options, market trends, and effective property management.
Educate clients on how to manage and grow their portfolios over time.
Refer members to necessary resource and sponsorship partners to encourage forward progress and investor support.
Assist clients in evaluating potential investment opportunities, helping them assess the risks and rewards of specific properties.
Continuously source and present new investment opportunities to clients based on their needs and goals.
Deliver educational webinars, lead virtual workshops, and participate in RealWealth’s content production (podcasts, videos, articles).
Provide clear, engaging, and accessible presentations that inspire and inform our community of investors.
Stay current with industry news, trends, and regulatory changes to provide clients with the latest insights.
Share relevant articles, reports, and podcasts that will enrich the investment knowledge of the community.
Work closely with other members of the RealWealth team to ensure clients are receiving comprehensive support.
Proactively suggest improvements and new initiatives for enhancing client experience and team efficiency.
Qualification
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Required
Minimum of 4 years of professional or personal experience in real estate investing
Must personally own a minimum of 5 rental properties, with a strong preference for candidates that have recent experience acquiring and owning out-of-state rental properties that are managed by professional property management companies and a strong preference for those who have acquired properties through RealWealth property teams.
Active involvement in the real estate investment community, including ongoing learning through podcasts, articles, books, and seminars.
Proven experience in a client-facing role with excellent communication, presentation, and coaching skills.
Must be great at public speaking and presenting original content in front of a camera
Demonstrates personal and professional drive beyond what is required
Comfortable using technology and online platforms for virtual communication and content creation (Zoom, Basecamp, email marketing, digital CRM systems, etc.)
A passion for helping others achieve financial freedom and an ability to provide motivation and encouragement during challenging times.
Preferred
Professional experience in adult education or coaching.
Benefits
Small, connected team & positive culture
100% remote company
Medical/dental/vision & life insurance plans
Paid vacation & 11 paid federal holidays
All-inclusive company retreats
Company
RealWealth
We're a California based real estate investment network, helping our local and international members build wealth through free education, resources and investment properties ranging from single family rental properties to large development syndications.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Kathy Fettke
Co-founder and Co-CEO
Rich Fettke
Co-founder and Co-CEO
Company data provided by crunchbase
