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Virtual Investment Advisor Jobs

Investment Advisor

Balfour Capital Group

Germany (OH)
Remote
USD 100,000 - 500,000
Yesterday
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Global Investment Advisor — Commission-Only with High Earnings

Balfour Capital Group

Germany (OH)
Remote
USD 100,000 - 500,000
Yesterday
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Sales Development Representative (Outreach to Registered Investment Advisors)

Hybrid Debt Fund

Scottsdale (AZ)
Remote
USD 10,000 - 60,000
2 days ago
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Investment Advisor

Balfour Capital Group

United States
Remote
AUD 100,000 - 500,000
3 days ago
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Global Investment Advisor — Commission-Only with High Earnings

Balfour Capital Group

United States
Remote
AUD 100,000 - 500,000
3 days ago
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Virtual Investment Advisor & Financial Planning Expert

Golden 1 Credit Union

Manlove (CA)
Remote
USD 70,000 - 81,000
7 days ago
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Wealth & Investment Advisor — AI Product Consultant

goodfin

San Francisco (CA)
Remote
USD 80,000 - 100,000
9 days ago

Strategic Investment Advisor — Independent Contractor

TEEMA Solutions Group

New York (NY)
Remote
USD 80,000 - 100,000
15 days ago
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Senior Investment Advisor - Exclusive Deal Sourcing

O7Capital

United States
Remote
USD 10,000 - 60,000
9 days ago

Remote Insurance & Investment Advisor (100% Commission)

Experior Financial Group

United States
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CAD 50,000 - 100,000
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Remote Senior Alt Investments Advisor – RIA Channels

T. Rowe Price

Baltimore (MD)
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USD 182,000 - 330,000
12 days ago

Financial Advisor (Registered Investment Advisors)

Right Hire Consulting LLC

Los Angeles (CA)
Remote
USD 100,000 - 150,000
22 days ago

Senior Investment Advisor

TEEMA Solutions Group

New York (NY)
Remote
USD 80,000 - 100,000
23 days ago

Remote Private Equity Advisor for AI Investment Modeling

Turing

Austin (TX)
Remote
USD 80,000 - 100,000
Today
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Remote Private Equity Advisor for AI Investment Modeling

Turing

Los Angeles (CA)
Remote
USD 80,000 - 100,000
Today
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Remote Private Equity Advisor for AI Investment Modeling

Turing

San Francisco (CA)
Remote
USD 80,000 - 100,000
Yesterday
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Remote Private Equity Advisor for AI Investment Modeling

Turing

San Francisco (CA)
Remote
USD 80,000 - 100,000
Yesterday
Be an early applicant

Remote Private Equity Advisor for AI Investment Modeling

Turing

San Francisco (CA)
Remote
USD 80,000 - 100,000
Yesterday
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Remote Private Equity Advisor for AI Investment Modeling

Turing

Miami (FL)
Remote
USD 80,000 - 100,000
Yesterday
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Remote Private Equity Advisor for AI Investment Modeling

Turing

Miami (FL)
Remote
USD 80,000 - 100,000
Yesterday
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Remote Wealth Advisor - Retirement & Investment Specialist

Wisepath Financial Group

Parsippany-Troy Hills (NJ)
Remote
USD 90,000 - 250,000
Yesterday
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Remote Private Equity Advisor for AI Investment Modeling

Turing

Chicago (IL)
Remote
USD 80,000 - 100,000
2 days ago
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Remote Private Equity Advisor for AI Investment Modeling

Turing

Austin (TX)
Remote
USD 80,000 - 100,000
2 days ago
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Senior Investment Banking Advisor (Ad-Hoc, Live M&A)

Palmstone Capital

United States
Remote
USD 100,000 - 125,000
2 days ago
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Remote Private Equity Advisor for AI Investment Modeling

Turing

Boston (MA)
Remote
USD 80,000 - 100,000
2 days ago
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Investment Advisor
Balfour Capital Group
Remote
USD 100,000 - 500,000
Full time
Yesterday
Be an early applicant

Job summary

A leading investment firm is seeking experienced sales professionals for the role of Investment Advisor. This commission-only position offers the potential to earn $250,000 or more annually. Responsibilities include client acquisition and maintaining client documentation, with training and professional growth opportunities provided. The ideal candidate will have at least 5 years of sales experience and strong connections within the high-net-worth client segment. Flexibility and adaptability are essential in this dynamic market environment.

Benefits

Access to advanced training sessions
Flexible work culture
Opportunities for ongoing learning

Qualifications

  • Minimum of 5 years in sales, preferably within financial services.
  • Established connections with high-net-worth clientele.
  • Training includes access to daily market briefs.

Responsibilities

  • Prospect and acquire high-net-worth (HNW) clients across multiple regions.
  • Work closely with veteran hedge fund managers to refine strategies.
  • Maintain and update Know Your Customer (KYC) documentation for accounts.

Skills

Strong relationship development
Risk awareness
Consultative selling approach

Education

Bachelor's or Master's degree in Finance, Business, or related field
Job description
Join Balfour Capital Group as an Investment Advisor
About Balfour Capital Group

Balfour Capital Group is a boutique Investment Banking Firm and Hedge Fund managing over $400 million in global trading operations. We specialize in Commodities, Currencies, ETFs, Bonds, Precious Metals, and more, tapping into major markets from the US and Australia to Germany, the UK, Hong Kong, and France. With a team of over 250 advisors, we are committed to delivering exceptional financial solutions to our clients.

Role Overview

We are seeking experienced sales professionals to join our team as Investment Advisors. This is a commission-only position with the potential to earn $250,000 or more annually through our lucrative commission structure.

Key Responsibilities
  • Client Acquisition: Prospect and acquire high-net-worth (HNW) clients across multiple regions.
  • Collaborative Engagement: Work closely with veteran hedge fund managers to refine strategies and proposals for prospective clients.
  • Relationship Building: Partner with regional managers to expand Balfour’s international footprint.
  • Client Management: Maintain and update Know Your Customer (KYC) documentation for each account originated.
  • Market Awareness: Stay informed about global economic trends, market shifts, and compliance standards.
Ideal Candidate Profile
  • Experience: Minimum of 5 years in sales, preferably within financial services.
  • Network: Established connections with high-net-worth clientele.
  • Education: Bachelor’s or Master’s degree in Finance, Business, or a related field; advanced degrees or certifications are a plus.
  • Skills: Strong relationship development, risk awareness, and a consultative selling approach.
  • Mindset: Proactive, adaptable, and ready to manage evolving client needs in a dynamic global market.
  • Earning Potential: Commission-only structure with weekly payouts; top performers can earn between $100,000 and $500,000 or more annually.
  • Training: Access to daily market briefs and advanced training sessions provided by experienced fund managers.
  • Professional Growth: Opportunities for ongoing learning and potential stock options for top producers upon Balfour’s anticipated public offering in 2026.
  • Work Culture: Flexible, collaborative environment that values diversity and innovative thinking.
Why Balfour Capital Group?
  • Market Presence: Licensed in multiple jurisdictions with recognized membership in the Hedge Fund Association (Member #778).
  • Infrastructure: Prime brokerage agreements with top-tier institutions, providing best-in-class front-end and back-end solutions.
  • Proven Legacy: Established track record demonstrating our market presence and performance.

As the firm expands its global footprint with advisors worldwide, Balfour Capital Group maintains impeccable credibility. Our Chief Investment Officer, Steve A. Lawrence, has been consistently interviewed on CNBC, Negocios TV, New York Stock Exchange, and quoted for market expertise in reputable publications such as Reuters, Finance Asia, Bloomberg, and Asian Investor. Additionally, the firm consistently holds live events twice a quarter globally.

How to Apply

Please submit your application through LinkedIn or apply directly with your CV.

Shortlisted candidates will be contacted for a Zoom video interview, followed by a meeting with one of our hedge fund managers.

Upon compliance approval, you could start shaping your success with us in as little as 48 hours.

Note: If you’re located outside our primary regions, email your CV to hr@balfourcapitalgroup.com for consideration.

Balfour Capital Group is an equal opportunity employer committed to fostering a diverse and inclusive environment for all.

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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.

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