1

Investment Advisor Client Services Jobs (NOW HIRING)

Senior Investment Advisor

New York, NY ยท On-site

$200 - $500/hr

Deliver portfolio advisory services and value creation guidance * Participate in curated introductions with institutional investors, family offices, or co-investors Advisors operate at a strategic ...

Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services ...

Provides exemplary client service as the client facing investment expert for Private Bank clients ... Acts in partnership with the Wealth Management Advisor (WMA) to retain and attract new investment ...

Provides exemplary client service as the client facing investment expert for Private Bank clients ... Acts in partnership with the Wealth Management Advisor (WMA) to retain and attract new investment ...

Investment Advisor

West Palm Beach, FL ยท On-site

$49K - $150K/yr

The Investment Advisor Role has a high earning potential * Built in member leads and referrals ... We strive to lead our industry through exceptional financial services, a diverse and empowered ...

Client Service Advisor

Saint Louis, MO ยท On-site

$70K - $90K/yr

We are a small financial planning and tax services firm, located in St. Louis, Missouri and serving ... Ensure accounts are in good order, along with transfers and investments, in a timely and accurate ...

Investment Advisor

West Palm Beach, FL ยท On-site

$100K - $150K/yr

... Investment Advisor Role has a high earning potential * Built in member leads and referrals ... We strive to lead our industry through exceptional financial services, a diverse and empowered ...

Showing results 41-60

Investment Advisor Client Services information

See salary details

$11K

$78.7K

$140K

How much do investment advisor client services jobs pay per year?

As of Sep 15, 2026, the average yearly pay for investment advisor client services in the United States is $78,695.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,000.00 and $95,500.00 per year, depending on experience, location, and employer.

What are popular job titles related to Investment Advisor Client Services jobs?

For Investment Advisor Client Services jobs, the most frequently searched job titles are:

Senior Investment Advisor

New York, NY โ€ข On-site

$200 - $500/hr

Other

Posted 8 days ago


Job description

Independent Contractor Role
Initio Sphere — Private Capital Ecosystem
https://initiosphere.org

Compensation
$200–$500/hour or transaction-based earnings, depending on scope, deal size, and advisory engagement


About Initio Sphere

Initio Sphere is a private capital ecosystem where capital meets talent. We connect fund managers, investors, operators, and analysts through real deal flow, institutional-grade frameworks, and curated relationships.

Senior Investment Advisors represent a top-tier role within the ecosystem—providing high-level investment, capital markets, and strategic guidance to sponsors, funds, and investors while benefiting from meaningful earning opportunities and enhanced credibility across the platform.


Role Overview

Initio Sphere is onboarding Senior Investment Advisors to deliver strategic, investment-focused, and capital advisory support to fund managers, investors, and deal sponsors.

This is not a traditional employment role. Advisors operate as independent contractors and are activated through a selective verification and approval process.

Once approved, Senior Investment Advisors may:

  • Advise on investment strategy, fund formation, and capital raising

  • Guide deal structuring, diligence strategy, and execution oversight

  • Provide portfolio-level and value creation advisory

  • Mentor analysts and deal scouts, reinforcing institutional standards

  • Access curated deal flow and transaction-based earning opportunities

  • Build a verified Senior Advisor Track Record within the Initio Sphere ecosystem

This role is designed for seasoned investment professionals with a demonstrated history of capital deployment, transaction leadership, and investor engagement.


What You’ll Do (Approval-Based)

Approved Senior Investment Advisors may:

  • Advise fund managers on investment strategy, LP positioning, and fundraising narratives

  • Support deal sponsors with transaction structuring, diligence oversight, and negotiation strategy

  • Provide investment committee–level insights and capital markets perspective

  • Mentor analysts and deal scouts on modeling standards, diligence frameworks, and execution best practices

  • Deliver portfolio advisory services and value creation guidance

  • Participate in curated introductions with institutional investors, family offices, or co-investors

Advisors operate at a strategic and senior advisory level and do not perform routine transactional modeling unless explicitly approved for a specific engagement.


Eligible Advisory Areas
  • Fund formation, investment strategy, and capital raising

  • LP communications and investor positioning

  • Deal structuring, IC support, and transaction strategy

  • Portfolio company advisory and operational value creation

  • Analyst and scout mentorship and technical development

  • Investor relations and capital network strategy

Approval is based on demonstrated experience, transaction track record, and the ability to advise on real, executed investments.


Compensation & Deal Economics
  • Independent contractor engagement

  • Hourly advisory rates: $200–$500, based on experience and scope

  • Transaction-based incentives for advisory contributions on closed deals

  • Payments issued upon completion of advisory milestones or deal closings

  • No cap on earning potential for sustained, high-impact contributions


Activation Process
  1. Submit a Senior Investment Advisor application with background and deal history

  2. Complete verification and advisory category approval

  3. Receive platform promotion and visibility

  4. Begin engagements with funds, sponsors, and analysts on approved mandates

This process ensures selectivity, credibility, and direct access to live opportunities.


Compliance Notice

Senior Investment Advisors do not:

  • Provide investment advice to the general public

  • Solicit securities

  • Market investments outside approved channels

  • Act as representatives of Initio Sphere in a regulated capacity

All advisory activities must comply with applicable securities laws and remain focused on strategic guidance, mentorship, and transaction support.


Who This Role Is For
  • Former or current professionals in IB, PE, VC, credit, or private capital funds

  • Senior fund executives, investment partners, or principals

  • Experienced operators or founders with deep deal and investor networks

  • Advisors capable of mentoring analysts and elevating institutional rigor


Why Join Initio Sphere
  • Direct access to fund managers, investors, and active deal flow

  • Monetize senior-level investment expertise without employment constraints

  • Build verified credibility within a high-signal private capital ecosystem

  • Influence and mentor the next generation of investment professionals

  • One platform for advisory work, capital access, and professional growth