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

Synergy Management Group; United States; Remote; USD 50,000 - 100,000; Part time

Job summary

Synergy Management Group is seeking a U.S.-based, FINRA-licensed Investment Banker to facilitate a capital raise between $500K and $1M. The ideal candidate will possess a strong network of accredited HNW Angel Investors and be comfortable with performance-based compensation. This engagement focuses on targeted introductions to potential investors and is a fantastic opportunity for those experienced in startup fundraising.

Qualifications

• Proven experience in capital raising for startups.
• Strong personal network with accredited HNW Angel Investors.
• Flexible for performance-based compensation structures.

Responsibilities

• Facilitate introductions to accredited HNW Angel Investors.
• Assist with $500K–$1M Angel Stage capital raise.
• Support the startup with strategic capital introduction efforts.

Skills

Capital Raising Experience

Network of Accredited HNW Investors

Performance-Based Compensation Adaptability

Education

FINRA Licenses (Series 7, 63, 79)

Job description

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

4 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Synergy Management Group

Expertise in Private Equity & Venture Capital Transactions | Finance, Business Strategy, Due Diligence & Analysis, Negotiation, Post Deal Value

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

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-tier 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)
• 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 list of all responsibilities, tasks, and duties. Terms outlined are subject to change.

Seniority level

• Entry level

Employment type

• Contract

Job function

• Finance and Sales

Industries

• Business Consulting and Services