Investment Strategist

JAE Consulting • Denver, CO

7d • Remote

About The Position

As an Investment Strategist, you will advise investors across the country, helping them define their goals, evaluate opportunities, and complete purchases. You will own client relationships from discovery through closing and beyond, working with a steady flow of qualified leads and receiving support from marketing, operations, and partner teams. The role is suited to an experienced, self-directed sales professional seeking autonomy, flexibility, and uncapped earning potential.

The company helps people build long-term wealth through income-producing investments. Its approach emphasizes education, consultative conversations, and lasting client relationships rather than hard-sell pitches or quick transactions.

Requirements

• A proven track record in real estate, financial sales, or investment advisory, ideally in a remote setting.
• A strong grasp of real estate investment principles, including cash-flow analysis, investment metrics, and market fundamentals.
• Familiarity with investment financing and tax considerations relevant to real estate investors.
• Excellent negotiation, communication, and closing skills, with a client-first mindset.
• Ability to build trust quickly and address concerns about investing outside a client’s home market.
• A history of consistently exceeding targets in competitive markets.
• Self-motivation, strong organization, and comfort managing competing priorities independently.

Nice To Haves

• Experience with Google Workspace and HubSpot.

Responsibilities

• Conduct in-depth discovery conversations to understand investors’ financial goals, risk tolerance, and timelines, and advise them on markets, property selection, and long-term strategy.
• Analyze investment opportunities, including cash flow, rental yield, and projected returns, and present clear, data-backed recommendations.
• Manage transactions through closing while coordinating with sellers, title companies, lenders, legal counsel, and internal support staff.
• Help clients understand financing options and coordinate handoffs with partner lenders, insurance providers, and property managers.
• Build lasting client relationships through proactive communication and ongoing market insights that support repeat and referral business.
• Stay current on market trends, economic indicators, and regulatory developments to identify emerging opportunities.
• Maintain an accurate pipeline and consistent follow-up in the CRM from first inquiry to closed purchase.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed