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Freelance Investment Banker Jobs (NOW HIRING)

Siege Media

Freelance Financial Content Writer

Chicago, IL · Remote

$21.75 - $28/hr

We currently have a spot open for a talented Freelance Financial Content Writer to help us continue ... on a variety of topics including investing, taxes, debt, credit, budgeting, and banking

Siege Media

Freelance Financial Content Writer

Chicago, IL · On-site +1

$22 - $28/hr

We currently have a spot open for a talented Freelance Financial Content Writer to help us continue ... on a variety of topics including investing, taxes, debt, credit, budgeting, and banking

System One

Freelance Merch Planner

Manhattan, NY · Remote

$30 - $34/hr

... FP&A, investment banking, financial analysis, or business analytics * Advanced proficiency in Microsoft Excel and Google Sheets, including complex formulas, managing large datasets, and building ...

Euro Exim Bank

Trade Finance Professional

New York, NY · On-site +1

... Bank, an award-winning and high-performing global financial institution is seeking freelance-based ... There is no investment or fee required from you to come on board with us. Additional Benefits

F2

Product Marketing Lead

New York, NY · On-site

$150K - $250K/yr

Manage agencies, freelancers, and specialist contributors while remaining accountable for the brief ... Direct exposure to private credit, private equity, commercial banking, investment banking ...

Step

Lead Product Designer, Banking

$158K - $195K/yr

Millions of people use our banking and borrowing products to manage, build, and grow their money ... freelancers, and the investors - people who are not afraid to take on challenges, especially when ...

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Freelance Investment Banker information

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$31K

$64.1K

$114.5K

How much do freelance investment banker jobs pay per year?

As of Aug 20, 2026, the average yearly pay for freelance investment banker in the United States is $64,080.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,500.00 and $66,000.00 per year, depending on experience, location, and employer.

What is a freelance investment banker?

Freelance investment bankers are independent professionals who provide financial advisory services, such as mergers and acquisitions, capital raising, and corporate restructuring, on a contract or project basis rather than as employees of a large bank. They often work with startups, small businesses, or mid-size companies that may not have access to traditional investment banking services. Freelance investment bankers leverage their industry experience and networks to deliver tailored financial solutions while offering greater flexibility and potentially lower costs for clients.

How does a freelance investment banker typically find and manage client projects?

Freelance investment bankers often find clients through professional networking, referrals, and online platforms that connect independent finance professionals with companies seeking expertise. Managing client projects requires clear communication, well-defined engagement terms, and efficient time management, as freelancers often juggle multiple assignments simultaneously. They may work remotely or on-site depending on client needs, and must maintain strong relationships to secure repeat business. Staying updated on industry trends and regulatory changes is also crucial for delivering high-quality service.

What are the key skills and qualifications needed to thrive as a freelance investment banker, and why are they important?

To thrive as a Freelance Investment Banker, you need a strong background in financial analysis, deal structuring, and market research, typically supported by a finance-related degree and experience in investment banking. Familiarity with financial modeling tools like Excel, Bloomberg Terminal, and relevant certifications such as the CFA or FINRA licenses is often expected. Exceptional negotiation, networking, and client management skills help you build trust and secure deals independently. These competencies are crucial for providing high-quality advisory services, managing complex transactions, and sustaining a successful freelance practice.

What cities are hiring for Freelance Investment Banker jobs?

Cities with the most Freelance Investment Banker job openings:

What are the most commonly searched types of Investment Banker jobs?

The most popular types of Investment Banker jobs are:

What states have the most Freelance Investment Banker jobs?

States with the most job openings for Freelance Investment Banker jobs include:

What job categories do people searching Freelance Investment Banker jobs look for?

The top searched job categories for Freelance Investment Banker jobs are:

Freelance Investment Banker jobs near you
Infographic showing various Freelance Investment Banker job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 50% In-person, and 50% Remote job distribution, with an average salary of $64,080 per year, or $30.8 per hour.

Full-Time Florida Estate Planning and Tax Planning Attorney Opportunity - $150,000 - 180,000 annual

The Freelance Firm

Fort Lauderdale, FL • On-site

$150K - $180K/yr

Full-time

Re-posted 8 days ago

Job description


Welcome to The Freelance Firm!
We are a national network of experienced, high-level, freelance attorneys and paralegals who provide remote, on-demand support for both short-term and long-term legal projects for our client law firms.
Due to increased demand, we are now interviewing for a qualified, experienced and dedicated full-time Florida-based Estate Planning & Tax Planning Attorney.This is an in-office position located in Coral Gables in Miami-Dade County, Florida, not a remote role due to frequent client visits.
Attorney Requirements:
- Licensed in good standing to practice law in the State of Florida
- Minimum of 10 years' Estate Planning & Tax Planning experience
- EXPERIENCE WORKING WITH SOPHISTICATED HIGH NET WORTH (HNW) ESTATE PLANNING & ASSET PROTECTION MATTERS
- Analyze sophisticated trust and estate planning matters to develop effective strategies and solutions for clients
- Analyze and prepare complex estate and gift tax planning structures, including various corporate transactions and trusts, such as ILITs, SLATs, QPRTs, and IDGTs
- Coordinate the preparation and filing of tax forms such as Federal Form 706 and Form 709, ensuring compliance and accuracy
-Provide expert advice on trust and estate planning documents, trustee responsibilities, beneficiary rights, and distribution tax implications to clients
- Administer individual and family trusts, overseeing investments, banking activities, real estate holdings, and ensuring tax compliance
-Prepare trust/fiduciary accountings for Attorney-Trustees, manage financial statements, income, disbursements, and deliver accountings to beneficiaries
-Review and approve Foundational Estate Plans before submission to clients
-Draft comprehensive estate and gift tax planning structures, as well as corporate transactions, including preferred partnership freezes, Family Limited Partnerships, ILITs, SLATS, intentionally defective irrevocable trusts, and tax-free reorganizations
-Prepare and file Federal Form 706 for Estate and Generation-Skipping Taxes, coordinate with clients and service providers (CPAs, Financial Advisors, Insurance Providers) to receive supporting documentation
-Prepare and file Form 709 for United States Gift Taxes for transfers to individual donees, gifting trusts, generation-skipping trusts, etc., and ensure proper tax treatment with respect to cost basis, lifetime gifting exemptions, and split-gifts
-Advise Trustees in ongoing trust administrations
-Analyze trust and estate planning documents and advise clients with respect to trustees' powers and duties, dispositive provisions, beneficiary rights, and tax treatment of distributions
-Administer individual and family trusts with respect to investment and banking activity, real estate investments, including rental properties, corporate and partnership interests, and ensure federal tax compliance
-Lead the Team of professionals in the Foundational Estate Planning Dept
- Well-organized and proven ability to meet deadlines
- Self-starter and able to work independently
- Proficiency in using drafting software like WealthDocs and Client Management Software such as Clio
We welcome you to join our established network of legal professionals!
Please respond with your resume and we will contact you in the next two days for a 30 minute online meeting to answer all of your questions about this opportunity and The Freelance Firm.
Resume submissions will be kept in strict confidence.
Please visit our website at www.thefreelancefirm.com to learn more about us and the services we provide!

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