Job Description: Investment Advisor (Consultant Role)
Company: Orion Ridge Capital
Location: Remote
Compensation: Commission-Based
Role Overview
We are seeking experienced Investment Advisors to join Orion Ridge Capital as independent consultants. This role is ideal for entrepreneurial professionals with a strong client network and a deep understanding of investment strategies who are looking to grow their career in a commission-based, performance-driven environment.
As an Investment Advisor, you will work closely with HNW and UHNW clients, providing tailored investment strategies, asset allocation guidance, and market insights. This is a flexible, commission-based role offering the opportunity to build your client base while benefiting from the resources and expertise of a reputable financial firm.
Key Responsibilities
* Identify and acquire new HNW and UHNW clients (from any part of the world) seeking bespoke investment solutions.
* Build long-term relationships with clients by delivering exceptional service and personalized investment advice.
* Develop and implement tailored investment strategies aligned with client goals and risk profiles.
* Stay informed on market trends, investment products, and opportunities to provide up-to-date recommendations.
* Collaborate with Orion Ridge Capital's leadership team to align client strategies with the firm's objectives.
* Comply with regulatory standards and adhere to Orion Ridge Capital's ethical guidelines.
What We Offer
* Commission-Based Structure: Generous commission rates for revenue generated from new and existing clients.
* Global Reach: Work with internationally recognized financial firms / partners.
* Flexible Work Environment: Remote work opportunity with no fixed office hours.
* Supportive Resources: Access to investment tools, market insights, and advisory support to help you succeed.
* Reputation: Be part of a firm known for its professionalism, integrity, and client-centric approach.
Qualifications
* Proven track record in wealth management, private banking, or investment advisory.
* Existing network of HNW and UHNW clients is a must.
* Strong knowledge of investment products, market trends, and portfolio management strategies.
* Entrepreneurial mindset with a results-oriented approach.
* Excellent communication and interpersonal skills to build trust with clients.
* Relevant certifications CISI Level 4 or equivalent.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Investment Advice
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