FINRA-LICENSED Investment Banking Consultant: Angel-Stage Capital Raise for Private Equity Advi[...]

synergymg; Miami (FL); Remote; USD 50,000 - 150,000; Part time

Job summary

A remote opportunity at a private equity advisory startup requires a U.S.-based, FINRA-licensed Investment Banking Consultant to assist in capital raising for an Angel Round. Ideal candidates will have strong relationships with HNW Angel Investors and experience in performance-based compensation. This role emphasizes the ability to build connections and leverage existing networks for successful funding engagements.

Qualifications

• Strong personal network of accredited HNW Angel Investors / Family Offices.
• Experience with early-stage, angel-stage, pre-seed fundraising.
• Possess required FINRA licenses (Series 7, 63, 79, 82).

Responsibilities

• Support $500K–$1M Angel Round capital raise by making introductions.
• Facilitate targeted capital introductions/referrals.
• Engage in success-fee compensation structure.

Skills

Networking with HNW Angel Investors

Capital Raising Experience

Performance-based Compensation Flexibility

Job description

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

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 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

• Entry level

Employment type

• Contract

Job function

• Finance

Industries

• Investment Banking