Financial Advisor / Project Investment Officer

The candidate will create the Excel model which feeds a PPT for the creation of unique investor-facing
presentations. The inputs to the model will be the return profiles and characteristics of a structured portfolio of 1031/DST sponsored offerings. The portfolio outputs will include, but not be limited to; blended cap rate, risk/return profile, blended duration, project portfolio cash flows, pre-tax and after-tax consequences. The team has an example document for the candidate to develop from. The candidate could be utilized for the on-going creation of each investor facing presentation and joining the Zoom presentation to each prospective investor.

Job Requirements:
 FINRA licensed Series 7 or 22 and 63
 Excel and PPT document creation
 Personal cash flow modeling for individual retirement planning
 Experience on a Private Wealth Management team
 Working knowledge of 1031 real estate exchanges and the fractional ownership model of the
Delaware Statutory Trust (DST)
 Working knowledge of Modern Portfolio Theory