Flexible Freelance Investment Advisor Role

I’m expanding my independent investment advisory practice and want to partner with one or two seasoned finance professionals who prefer the freedom of freelance work. If you relish the idea of setting your own hours and directly sharing in the revenue your advice generates, this will suit you perfectly. What I need You’ll take on incoming clients, analyse their risk profile, craft actionable portfolio strategies, and walk them through implementation. Most of the interaction will be online or by phone, so location is irrelevant as long as you can communicate fluently in English and keep appointments you set. How we’ll work • You control when and how many clients you accept. • Compensation is performance-based with a generous percentage of fees collected—there’s no upper limit. • All research tools, compliance templates, and client-management software are already in place; you simply log in and start advising. • I handle marketing and lead generation, leaving you free to focus on delivering quality guidance. What success looks like ✓ Thorough client fact-find documented in our CRM ✓ Written investment plan covering asset allocation, product selection, and rebalancing triggers ✓ 30-minute review call completed and summarised in notes ✓ Ongoing follow-ups scheduled If you’re a registered advisor (or working toward registration) with a track record in ETFs, mutual funds, or alternative assets and you value autonomy, drop me a brief note outlining your credentials and preferred working hours. Let’s build something profitable together.

ID del proyecto: 40209208