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

synergymg; New York (NY); Remote; USD 30,000 - 100,000; Part time

Job summary

A leading private equity advisory startup seeks a U.S.-based FINRA-licensed Investment Banking Consultant for a targeted capital introduction. This remote role involves making connections with accredited investors to support a $500K to $1M Angel Round, with performance-based compensation options. Ideal for consultants with proven funding experience and strong investor networks.

Qualifications

• Must hold required FINRA licenses (Series 7, 63, 79, 82).
• Strong network of accredited HNW Angel Investors / Family Offices.
• Experience with early-stage funding.

Responsibilities

• Support capital raise through warm introductions to investors.
• Facilitate investor referrals for angel-stage capital.
• Engage with Family Offices and high-net-worth investors.

Skills

Startup Capital Raising

Investor Networking

Performance-Based Compensation

Job description

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

FINRA-LICENSED Investment Banking Consultant: 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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