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

synergymg; San Francisco (CA); Remote; USD 50,000 - 120,000; Full time

Job summary

A private equity advisory startup is seeking a U.S.-based, FINRA-licensed Investment Banker to facilitate capital introductions for an angel round. Ideal candidates will have a proven record in raising startup capital, strong relationships with accredited investors, and be open to performance-based compensation.

Benefits

Performance-based compensation

Optional equity participation

Qualifications

• Must hold FINRA Series 7, 63, 79, or 82 licenses.
• Experience with early-stage private equity raises.
• Strong personal network of accredited investors.

Responsibilities

• Support capital introduction for a $500K–$1M angel round.
• Engage with accredited HNW Angel Investors and Family Offices.
• Compensation based on successful investor closes.

Skills

Capital Raising

Network with HNW Angel Investors

Job description

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

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

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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 the 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 $100B+, with consultants from McKinsey, Bain, Carlyle, Deloitte, and other top-tier firms.

About the Engagement:

SMG is seeking 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 entrepreneurial 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 comp)
• 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 only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. Any terms outlined above are subject to change.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Contract

Job function

• Job function

  Finance

• Industries

  Investment Banking

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