Investment Advisor (Consultant Role)

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