FINRA-LICENSED Investment Banker: Angel-Stage Capital Raise for Private Equity Advisory Startup[...]

Synergy Management Group; Chicago (IL); Remote; USD 50,000 - 100,000; Part time

Job summary

A private equity advisory startup is seeking a U.S.-based FINRA-licensed Investment Banker for a remote engagement focused on capital introductions for an Angel Round. The ideal candidate will have a strong network of accredited investors and experience in early-stage fundraising, with compensation based on successful investor engagement.

Benefits

Performance-based compensation

Optional equity participation

Qualifications

• Must hold FINRA licenses (Series 7, 63, 79, 82).
• Experience with early-stage capital raises (Reg D 506(c)).
• Strong personal network of accredited HNW Angel Investors.

Responsibilities

• Support $500K–$1M Angel Round by making introductions to accredited investors.
• Engage in targeted capital introduction/referral mandate.
• Work on a success-fee basis upon investor close.

Skills

Capital Raising

Investor Relations

Networking

Job description

FINRA-LICENSED Investment Banker: Angel-Stage Capital Raise for Private Equity Advisory Startup ($500K–$1M)

2 days ago Be among the first 25 applicants

This is a remote position.

MUST BE A U.S.-BASED, FINRA-LICENSED INVESTMENT BANKER WITH PROVEN STARTUP CAPITAL RAISING EXPERIENCE — REQUIRED FOR SUCCESS-FEE COMPENSATION.

ACCEPTABLE FINRA SECURITIES REGISTRATIONS TO BE CONSIDERED:

• Series 7 – General Securities Representative
• Series 63 – Uniform Securities State Law Exam
• Series 79 – Investment Banking Representative
• Series 82 – Private Securities Offerings Representative

THIS IS A REMOTE CAPITAL INTRODUCTION / INVESTOR REFERRAL ENGAGEMENT — not a full-time position.

About Synergy Management Group (SMG):

SMG is a private equity advisory startup built on principles of rigor, integrity, and value creation. We partner with top-tier private equity investors and portfolio companies—supporting sourcing, diligence, and value creation. Our prior engagements include institutional investors managing over $100B, with consultants from McKinsey, Bain, Carlyle, Deloitte, and other top firms.

About the Engagement:

SMG seeks a U.S.-based, FINRA-LICENSED INVESTMENT BANKER to support our $500K–$1M Angel Round (Reg D 506(c)) by making warm introductions to accredited HNW Angel Investors and/or Family Offices.

This is a targeted capital introduction/referral mandate, not a full-scope investment banking engagement.

Given the prior unsolicited $500K SAFE term sheet, completed diligence, investor-ready materials, and minimal prep required, this is a streamlined, validated capital raise—ideal for professionals with strong HNW Angel Investor relationships and success-fee flexibility.

Apply if you:

• Have a strong personal network of accredited HNW Angel Investors / Family Offices
• Have experience with early-stage, angel-stage, pre-seed, or founder-led raises (Reg D 506(c))
• Are open to performance-based compensation (success-fee or equity-linked terms only; no upfront cash compensation)
• Hold the required FINRA licenses to lawfully receive success-fee compensation (e.g., Series 7, 63, 79, 82, or equivalent)

Compensation:

• Success-fee, paid only upon investor close
• Optional equity participation based on contribution and strategic alignment

We’re moving quickly—apply now if you’re a fit for this validated, high-leverage referral engagement.

This job description is a summary of typical functions, not an exhaustive list of all responsibilities. Terms are subject to change.

Seniority level

• Entry level

Employment type

• Contract

Job function

• Finance

Industries

• Hospitals and Health Care
• Non-profit Organizations
• Government Administration