investment advisor

Persian Horizon - FZCO

Capital Structuring | Business Acquisitions | Strategic Wealth Advisory Dubai, UAE | Full-Time | On-SiteAbout the RoleWe are expanding our Business Acquisition &amp; Capital Advisory Division in Dubai and seeking an experienced executive-level advisor to lead complex, high-value transactions across structured investments and established business acquisitions.This role is designed for professionals operating beyond transactional sales &mdash; individuals capable of structuring sophisticated deals, advising on capital deployment strategies, and managing long-term UHNW investor relationships.You will work directly with decision-makers and investors on opportunities typically ranging from: AED 1,000,000 &ndash; 20,000,000+Core Responsibilities<ul><li>Lead advisory discussions for 6&ndash;8 figure investment opportunities</li><li>Structure business acquisition transactions in collaboration with legal and finance teams</li><li>Prepare investment memorandums, financial positioning decks, and ROI models</li><li>Evaluate valuation metrics (EBITDA multiples, cash flow projections, risk assessment)</li><li>Manage investor pipeline and strategic capital allocation</li><li>Drive acquisition-to-exit strategy discussions</li><li>Coordinate with marketing to properly position investment opportunities</li><li>Represent the firm in executive-level meetings and networking forums</li><li>Build recurring investor portfolios and long-term advisory relationships</li></ul>Ideal Candidate ProfileMandatory Experience<ul><li>Minimum 5+ years in high-ticket investment sales, capital advisory, private placements, or business brokerage</li><li>Proven history closing transactions AED 1M+ per deal</li><li>Strong financial literacy (P&amp;L, EBITDA, IRR, cash flow interpretation)</li><li>Ability to structure and negotiate complex agreements</li><li>Executive presence and strategic-level communication skills</li></ul>Strongly Preferred<ul><li>Background in private equity, structured investments, real estate investment, or wealth management</li><li>Existing HNWI / family office network in UAE or GCC</li><li>Experience building or leading advisory teams</li><li>Arabic or Russian language proficiency</li><li>CFA / CFP or formal finance education</li></ul>Compensation StructureBase Salary: AED 5,000Commission: 3&ndash;7% performance-based (uncapped)Team Override: Percentage on team production (if leading advisors)Profit Sharing: Long-term partnership option for senior executivesVisa: ProvidedHealth Insurance: ProvidedHigh performers in this role can exceed AED 60,000 &ndash; 120,000+ monthly, based on capital mobilization and deal performance.Performance Expectations<ul><li>Monthly pipeline target: AED 3M+ qualified capital</li><li>Expected close rate: 10&ndash;15% (deal complexity dependent)</li><li>Quarterly capital mobilization targets</li><li>Long-term portfolio growth &amp; investor retention metrics</li></ul>Job Type: Full-timePay: From AED5,000.00 per month

EXECUTIVE INVESTMENT ADVISOR

York Towers

<div>
 York Holding Group is a diversified investment and development group with a portfolio spanning real estate, technology, and financial innovation. The group operates through three specialized business verticals that complement each other to drive growth across the real estate ecosystem, from large-scale property development, to next-generation PropTech solutions, to a regulated FinTech platform transforming real estate investment through digital tokenization and fractional ownership. United by a shared vision of innovation, transparency, and excellence, York Holding Group continues to shape the future of living, investing, and digital real estate experiences across the region.
 
 
 Scope:&nbsp;
 
 The Real Estate Sales &amp; Investment Advisor is responsible for guiding clients through the process of making profitable real estate investments in Georgia. This role requires a combination of sales expertise, investment knowledge, and real estate market insight to provide clients with tailored advisory services.
 
 
 &nbsp;
 
 
 
 Responsibilities:
 
 
 
 
 Lead Management &amp; Client Engagement
 
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Make initial contact with potential clients once leads are received.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Conduct follow-up calls, emails, and messages to engage and qualify potential clients.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Arrange meetings (virtual or in-person) with clients to present investment opportunities.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Maintain timely and professional communication with all clients.
 
 
 
 Investment Advisory
 
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Advise clients on real estate investment opportunities, including ROI, NPV, and rental yield analysis.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Prepare and deliver tailored investment proposals based on client financial goals.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Conduct property presentations, site visits, and investment briefings.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Track and monitor client portfolios, ensuring consistent value delivery.
 
 
 
 Reporting &amp; Coordination
 
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Provide regular updates and client feedback reports to the Investment Advisory Manager.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Document all client interactions in CRM systems.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Collaborate with Legal, Finance, Portfolio Management and Marketing teams to ensure smooth transaction processes.
 
 
 
 Market &amp; Knowledge Development
 
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Stay updated on Georgian real estate laws, regulations, and market trends.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Maintain awareness of construction, architectural, and property development aspects to better advise clients.
 
 
 &nbsp;
 
 
 
 Qualifications &amp; Skills
 
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2&ndash;4 years of experience in sales (preferable in real estate), or investment advisory
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Good financial acumen, with knowledge of ROI, NPV, IRR, and property valuation.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Excellent communication, negotiation, and presentation skills.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Fluent in Arabic and English (Russian or other languages an advantage).
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Proficiency with CRM systems and MS Office tools.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Highly self-motivated, results-driven, and client-focused.
 
</div>

Real Estate Sales & Investment Advisor

ANW Real Estate

We're Hiring! Join Dubai's Fastest Growing Real Estate TeamCompany DescriptionANW Real Estate is a premier property, mortgage, and brokerage solution provider in the Middle East, based in Dubai, United Arab Emirates. With a vast portfolio of residential and commercial properties, we cater to the needs of discerning clients by offering futuristic advice, unparalleled integrity, and complete transparency. Our experienced team of seasoned property advisors strive to break the stereotypical approach in the real estate market and offer tailored property solutions.Role DescriptionThis is a full-time on-site role for a Property Consultant at ANW Real Estate in Dubai, United Arab Emirates. The Property Consultant will be responsible for day-to-day tasks related to consulting with clients, communication, customer service, sales, and real estate transactions.Are you passionate about real estate, driven by results, and ready to take your career to the next level?We&rsquo;re expanding our dynamic team at ANW Real Estate and looking for motivated and ambitious Real Estate Agents to join us in Dubai!What We Offer:High-quality leads &amp; marketing support In-house CRM and admin assistance Training from industry experts Work alongside a successful and supportive team Uncapped earning potentialWhat We&rsquo;re Looking For:Based in Dubai Keen to work on a commission-based model Excellent communication &amp; negotiation skills A go-getter attitude and self-motivation Minimum 1 year of real estate experience in UAEReady to make your mark in Dubai&rsquo;s competitive real estate market?Apply now by sending your CV to kumar@anwrealestate.orgLocation: Dubai, UAELet&rsquo;s build success together.#Hiring #RealEstateDubai #JoinOurTeam #DubaiJobs #ANWRealEstate #anw #dubaiproperties #emaar #nareshalluru #no1propertydeals #abudhabJob Type: Full-time

Real Estate Investment Advisor

Metropolitan Capital Real Estate

Investment Property Sales AdvisorLocation: Abu Dhabi, UAE Company: Metropolitan Capital Real Estate Job Type: Full‑TimeAbout UsMetropolitan Capital Real Estate is one of Abu Dhabi&rsquo;s leading brokerages, specializing in premium developments, off‑plan projects, and high‑yield investment opportunities across the UAE. As part of the Metropolitan Group, we work closely with top developers and serve a diverse international client base seeking strategic real estate investments.We are looking for a knowledgeable and driven Investment Property Sales Advisor to join our team and help clients build profitable real estate portfolios in the UAE market.Key Responsibilities<ul><li>Advise clients on purchasing residential and off‑plan properties with strong investment potential.</li><li>Conduct detailed consultations, ROI analyses, and market briefings for investors.</li><li>Present investment opportunities, payment plans, and project comparisons clearly and confidently.</li><li>Manage the full sales cycle&mdash;from lead generation and follow‑up to negotiation and closing.</li><li>Build and maintain long‑term relationships with investors, developers, and partners.</li><li>Stay updated on market trends, new launches, pricing, rental yields, and capital appreciation forecasts.</li><li>Represent Metropolitan Capital Real Estate at events, exhibitions, and investor presentations.</li><li>Maintain accurate records of leads, client interactions, and sales activities.</li></ul>Requirements<ul><li>Experience in real estate, investment advisory, or sales is preferred; motivated freshers with strong analytical skills may also be considered.</li><li>Strong understanding of real estate as an investment vehicle (ROI, rental yields, market cycles).</li><li>Excellent communication, negotiation, and presentation skills.</li><li>Professional appearance and a client‑centric approach.</li><li>Ability to work independently in a fast‑paced, target‑driven environment.</li><li>Valid UAE driving license and access to a car (preferred).</li><li>Fluency in English; additional languages are an advantage.</li></ul>What We Offer<ul><li>Attractive commission structure with high earning potential.</li><li>Access to exclusive off‑plan projects and priority developer allocations.</li><li>Full marketing, administrative, and lead‑generation support.</li><li>Comprehensive training and ongoing professional development.</li><li>A multicultural, supportive, and high‑performance work environment.</li><li>Modern office located in the heart of Abu Dhabi.</li></ul>How to ApplyIf you are passionate about real estate investment and ready to help clients grow their portfolios in a thriving market, we&rsquo;d love to hear from you. Please submit your CV through Indeed or send it directly to our recruitment team.Job Type: Full-time

Investment Property Sales Advisor

Sequoia Financial Group

<div><div><div>Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:</div></div><div><div><div><ul><li>
Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.</li><li>
Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.</li><li>
Teamwork. We subordinate our egos to work together for the benefit of our clients.</li></ul><div>
Our promise to team members is that you will grow with us. From experienced advisors to college graduates, to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead farther. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.</div><div></div><div> 
We are seeking a highly motivated Wealth Advisor to join our team and help us provide exceptional financial and investment planning services to our clients. As a client-facing role, you will collaborate with other service team members to develop and execute on client relationship plans, aiming to enrich their lives, earn their trust, build financial plans, and deliver results.</div></div></div></div><div><div><h3 class="jobSectionHeader">
Responsibilities</h3></div></div><div><div><div><ul><li>
Manage the day-to-day aspects of client engagements as a member of a team.</li><li>
Identifying and recommending appropriate asset management, financial and estate planning advice to deliver a great client experience.</li><li>
Proactively maintain client relationships through excellent client service.</li><li>
Assist or lead in the collection of financial planning data, while working with the Wealth Planning Department (WPD) to develop financial plans.</li><li>
Assist or lead in the creation of asset management reports to be delivered to clients. The advisor may play a lead or support role in delivering these reports.</li><li>
Display professional communication skills with responses to clients, advisors, and team members by phone, email, and written communications.</li><li>
Serve as a primary point of contact for client relationships.</li><li>
Coordinate with our external and internal team members to follow up on and execute advice items in a timely manner.</li><li>
Utilize Salesforce for documentation and processing of client data, tasks, financial accounts and policy adherence</li><li>
Supervise and coordinate the preparation of meeting materials, including agendas, planning analyses, and investment materials.</li><li>
Manage meeting follow up, including coordination of internal and external resources; responsible for making sure client objectives are completed.</li><li>
Complete client meeting notes and follow up tasks as required.</li><li>
Coordinate the execution of trade orders with the Asset Management Department (AMD)</li><li>
Develop a deeper technical expertise in general financial knowledge.</li><li>
Identify additional planning or asset management opportunities in existing client relationships.</li></ul><div>
Requirements</div><ul><li>
Bachelor&rsquo;s degree required in Economics, Finance or related field</li><li>
Must have 5 consecutive years (most recently) as IAR with Series 65 or a Series 7 and Series 66 combination OR</li><li>
Must be a registered representative (IAR) of firm for at least 2 years with Series 65 or 7 and 66 combination and at least 3 years immediately prior to IAR registration as any of one of the following: Registered rep of full service brokerage; CFA, CFP or CPA; Securities Portfolio Manager</li><li>
CFP Achieved</li><li>
Technical knowledge of all aspects of comprehensive financial planning; including: cash management, income tax planning, insurance, education planning, retirement planning, estate planning, and risk management</li><li>
Previous experience working with financial planning software and planning deliverables</li><li>
Competent with Microsoft Office suite and Client Relationship Management system such as Salesforce</li><li>
Clean Form U4 is required. U4 can not have any regulatory disclosures, client complaints, arbitrations or disclosable settlements.</li></ul><div>
Competencies</div><ul><li>
Strong organization and time management skills; effectively able to handle multiple projects and prioritize to meet established deadlines</li><li>
Excellent communication skills, both written and verbal</li><li>
Ability to find creative solutions to problems, devise strategies, and propose solutions</li><li>
Self-starter and able to perform job duties with little supervision</li><li>
Customer service oriented, with the ability to work independently as well as collaborate with team members</li><li>
Commitment to efficiently and effectively using provided technology in the service of clients and engagement of colleagues</li></ul></div></div></div></div>

Wealth Advisor Boca Raton or Ft. Lauderdale, FL

PROSPERO INVESTMENT GROUP

About UsProspero Investment Group is a growing asset and portfolio management firm dedicated to helping clients build, protect, and grow their wealth through strategic financial solutions. We specialize in tailored investment strategies, portfolio advisory, and long-term wealth management.We are expanding our dynamic sales team and looking for ambitious Financial Advisors who are passionate about finance, client relationships, and high earnings potential.Role OverviewAs a Financial Advisor (Sales), you will be responsible for acquiring new clients, advising them on investment opportunities, and helping them achieve their financial goals through our portfolio management services.This is a performance-driven role with attractive commission structures and career growth opportunities.Key Responsibilities<ul><li>Identify and acquire new clients through calls, networking, and referrals</li><li>Promote investment and portfolio management solutions</li><li>Understand client financial goals and provide suitable advisory solutions</li><li>Maintain strong client relationships and follow-ups</li><li>Stay updated on market trends and financial products</li></ul>What We Offer<ul><li>Attractive commission structure (high earning potential)</li><li>Career growth opportunities in wealth management</li><li>Professional training and mentorship</li><li>Supportive and performance-driven environment</li><li>Opportunity to work with a reputed investment firm</li></ul>Apply directly on Indeed or drop your CV to: anargha@prospero.aeJob Types: Full-time, Permanent, FresherPay: AED2,500.00 - AED4,000.00 per monthApplication Deadline: 10/03/2026

Financial Advisor

Search 5131+ Investment advisor jobs near you this March. New roles added regularly across leading industries. Apply today.

5131 investment advisor jobs Near Me

EXECUTIVE INVESTMENT ADVISOR

Real Estate Sales & Investment Advisor

Real Estate Sales & Investment Advisor

Real Estate Investment Advisor

Investment Property Sales Advisor

Wealth Advisor Boca Raton or Ft. Lauderdale, FL

Financial Advisor