Investment Sales Advisor

Role Description

This is a full-time role for an Investment Sales Advisor located in the Miami-Fort Lauderdale-West Palm Beach area. You will source and execute investment sales transactions with the autonomy of a senior broker and direct access to leadership that is fully invested in your production. The platform compresses the work that traditionally slows brokers down: prospecting research, underwriting, marketing production, and deal coordination.

• Strong expertise in Financial Planning and Finance principles
• Knowledge of Investments and ability to create and implement Investment Strategies
• Proficiency in Customer Service and client relationship management
• Excellent analytical and problem-solving skills
• Ability to effectively communicate investment plans and strategies to clients
• Background or experience in commercial real estate investment is a plus
• Bachelor's degree in Finance, Economics, Business, or a related field

• Non-transactional leadership with 20+ years in the business. No competing book.
• Cumulative production splits with no annual reset.
• Direct input on platform direction and tooling priorities.
• AI-assisted prospecting and research, paired with senior judgment on which leads actually warrant a call.
• Underwriting support from senior leadership. Investment analysis modeled with you, not waiting in a queue behind it.
• Marketing production: OMs, BOVs, and market summaries. Firm-funded and turned around on a working broker's timeline.
• Industry-standard tools including CoStar and Crexi Pro, with proprietary SHC infrastructure deployed as it matures.
• Deal coordination and transaction management handled by the firm so you stay on the deal, not in the workflow.
• Title and structure commensurate with track record, negotiated directly.

• 2+ years of investment sales or institutional CRE experience with closed-deal credibility.
• Capable of running a deal from origination to close.
• Existing relationships with owners or investors.
• Does not need a logo to win business.
• Sees where brokerage is going and wants to be early.

• Advisors dependent on legacy brand recognition.
• Anyone who needs bureaucracy to validate decisions.
• Anyone who thinks the next five years of brokerage will look like the last five.

There are only a handful of these seats. If you are serious about operating at a higher level, apply directly and we will get on the phone.