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Spectraforce

Senior / Real Estate and Wealth Advisory Manager

Job Description

Job Title
  • Senior /
Real Estate and Wealth Advisory Manager Duration:
6 months
Work Location:
Westlake, TX /
Lone Tree, CO and Austin, TX Preferred Work Location :
Westlake, TX / Secondary Work Locations
  • Lonetree, CO and Austin, TX Schedule:
    Hybrid
  • 4 days on site and 5th remote.
Candidate can pick their remote day.
Job Description:
We are seeking a contractor to support real estate expansions and Wealth Advisory business initiatives. This role will lead cross-functional projects, coordinate stakeholders, and conduct analysis as needed.
Key Responsibilities:
  • Lead real estate expansions, restacks, seat-sharing initiatives, and relocations.
  • Coordinate initiatives with Corporate Real Estate and business partners.
  • Manage initiatives from design through implementation, creatively solving problems and completing supporting analysis.
  • Support broader Wealth Advisory strategic priorities as needed.
Qualifications:
  • Advanced Excel skills, including pivot tables, lookup formulas, and data analysis.
  • Strong project management, problem-solving, and stakeholder-management skills.
  • Ability to independently lead initiatives and work through ambiguity.

Career Insights for Personal Financial Advisor (General)

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Scorecard

Based on Texas data

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What they do

A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.

$115,322 / year median in Texas

+17% projected growth

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