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Reit Wholesaler Jobs (NOW HIRING)

About the Role We're hiring an Internal Wholesaler to build Flock's advisor channel. If you've ... Experience at an alternative investment sponsor (DST, non-traded REIT, interval fund, QOZ, private ...

About the Role We're hiring an Internal Wholesaler to build Flock's advisor channel. If you've ... Experience at an alternative investment sponsor (DST, non-traded REIT, interval fund, QOZ, private ...

Reit Wholesaler information

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$11

$27

$45

How much do reit wholesaler jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for reit wholesaler in the United States is $27.68, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $29.33 per hour, depending on experience, location, and employer.

What is a REIT wholesaler?

REIT wholesalers are professionals who act as intermediaries between real estate investment trusts (REITs) and financial advisors or brokers. Their primary role is to educate and promote REIT investment products to financial advisors, helping them understand the benefits and risks so they can, in turn, recommend these products to their clients. Wholesalers often provide marketing materials, product training, and support to facilitate sales. They are typically employed by asset management firms or REIT sponsors and play a key role in expanding distribution and increasing investment in REITs.

What are the key skills and qualifications needed to thrive as a REIT wholesaler?

To thrive as a REIT Wholesaler, you need strong sales acumen, knowledge of real estate investment trusts (REITs), and a relevant educational background—often in finance or business. Familiarity with CRM software, financial analysis tools, and licenses such as FINRA Series 7 or 63 are typically required. Exceptional interpersonal skills, persuasive communication, and relationship-building abilities help distinguish top performers in this role. These skills are crucial for effectively educating financial advisors, driving sales, and fostering long-term client relationships in a competitive investment market.

What are some common challenges faced by REIT wholesalers when building relationships with financial advisors?

REIT wholesalers often encounter challenges such as differentiating their offerings in a competitive market, establishing trust with financial advisors who may have longstanding relationships with other firms, and effectively communicating complex product details in a clear, compelling way. Additionally, regulatory changes and evolving market trends require wholesalers to stay continually informed to provide relevant, compliant solutions. Success in this role depends on persistence, adaptability, and strong interpersonal skills to build and maintain productive partnerships.

What is the difference between Reit Wholesaler vs Reit Analyst?

Reit WholesalerReit Analyst
Focuses on selling and promoting REIT investment products to clientsAnalyzes REIT financial data and market trends to provide investment insights
Requires sales skills, client relationship management, and industry knowledgeRequires financial analysis, valuation skills, and industry research
Work environment often includes sales meetings, client interactions, and industry eventsWork involves research, financial modeling, and report writing

Reit Wholesalers primarily focus on sales and client engagement within the REIT industry, while Reit Analysts concentrate on financial analysis and market research. Both roles require industry knowledge but serve different functions in the REIT investment process.

Is working at a Reit Wholesaler a good job?

Working as a Reit wholesaler involves sales, client relationship management, and knowledge of real estate investment trusts. The role can offer commission-based income and requires strong communication skills, but job satisfaction depends on individual performance and market conditions.
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Infographic showing various Reit Wholesaler job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 66% Full Time, and 33% Part Time. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $57,583 per year, or $27.7 per hour.

Vice President - Private Wealth

San Francisco, CA • On-site, Remote

$130K - $200K/yr

Full-time

Posted 26 days ago


Key responsibilities

  • Lead regional capital raising and intermediary distribution efforts across the Western Territory.

  • Cultivate, expand, and maintain relationships with financial advisors, wealth management teams, RIAs, and platform contacts.

  • Conduct presentations and engage with industry professionals to promote platform strategies and expand product availability.


Job description

Description
Dwight Investment Management (“DIM”) is an actively managed real estate investment trust specializing in the origination and financing of commercial mortgages across a range of real estate asset classes. DIM works in conjunction with affiliate firm Dwight Capital to source and evaluate lending opportunities nationwide.
DIM is seeking a Vice President to lead regional capital raising and intermediary distribution efforts across our Western Territory. In this senior role, you will be responsible for sourcing, developing, and managing high-value relationships with financial advisors, wealth management teams, RIAs and platform contacts for our real estate credit platform and private lending platform. You will sit in-market and work closely with dedicated internal sales support to drive asset growth and deliver high-touch service across your territory.
Location: Remote Los Angeles, San Francisco, CA

Responsibilities
• Lead capital formation and business development efforts within the Western Territory across targeted intermediary channels (RIAs, wirehouses, private banks, and broker-dealers)
• Cultivate, expand, and maintain senior-level relationships with financial advisors, key decision-makers, and wealth management teams, driving institutional-quality engagement in full compliance with applicable securities regulations and firm policies
• Oversee and direct Central territory strategy, partnering effectively with internal sales support to manage pipelines, prioritize key accounts, and coordinate meeting prep, marketing collateral, and follow-ups
• Conduct high-impact, face-to-face and virtual presentations detailing platform fund strategies, market insights, portfolio positioning, yield characteristics, and competitive advantages
• Engage with regional platform leadership, field managers, and home office contacts to expand product availability and maintain active mindshare across key wealth management firms
• Serve as a senior brand ambassador for DIM at industry conferences, regional advisor symposiums, and institutional roundtables across the region

Required Qualifications
• Active Series 7 and Series 63 (or Series 66) securities licenses
• 5–8+ years of successful capital raising or external sales experience within wealth management, asset management or private markets, with a proven track record in the private wealth ecosystem
• Established network of strong relationships across RIAs, wirehouses, private banks, and independent broker-dealers in the Western region
• Bachelor’s degree or equivalent professional experience in financial services
• Strong verbal, written, and interpersonal communication skills with strong presentation ability for virtual meetings and client interactions
• Understanding of alternative investment product dynamics across RIA and broker-dealer channels
• Experience utilizing CRM systems (e.g., Salesforce) and financial sales tools, along with a demonstrated ability to effectively leverage modern workflow and AI productivity tools
• Strong organizational and critical-thinking skills, with the ability to manage competing priorities in a fast-paced, sales-driven environment
• Demonstrated competence with Microsoft Office Suite including Outlook, Excel, PowerPoint, and Word
Desired Qualifications
• Deep knowledge of private real estate finance, direct lending strategies, private REIT structures, and alternative investment distribution dynamics
• Understanding of private real estate finance, direct lending, and private REIT structures
• Experience as a senior wholesaler within asset management or private markets
Note: This job description reflects management's assignment of essential functions and does not restrict the tasks that may be assigned. The Company may change job titles, duties, and responsibilities at any time