Your future as a top advisor starts here.
Vienna & Innsbruck · Independent partner model · Keep your clients, keep control. We are hiring senior advisors and partnering with established professionals who want to grow with a modern, transparent home.
Out of the system. Into control.
Many advisors feel it at some point: the classic system limits more than it supports.
Typical frustrations:
- • Opaque commission structures
- • No real control over your own clients
- • Heavy administrative load
- • Too little entrepreneurial freedom
Invest Expat gives you control back:
- Your clients stay your clients
- Transparent, traceable compensation
- Focus on advice, not bureaucracy
- Modern CRM, automated processes and marketing support
- Professional back-office under a licensed liability umbrella
Not another pool. A professional homebase for independent, scalable work — on equal terms.
We don't hire for volume — we hire for fit.
Our infrastructure is built for top performers. We work only with selected advisors who want to grow with us.
Private Bankers
Private bankers who want to go independent — without building the infrastructure themselves.
Advisors from Other Pools
Top advisors from other pools who struggle to get qualified leads and win new clients.
Structured-Sales Professionals
Top advisors from structured-sales organisations who want higher payouts and full transparency.
Imagine working only with top performers — every partner on equal footing, every one of them ambitious. In that environment your business grows, and so does your own performance. That level is out of reach in classic structures.
Everything you need. Nothing that holds you back.
- Higher payouts and full transparency
- Qualified client enquiries from our own marketing
- Offices in Vienna and Innsbruck
- Modern IT infrastructure and automations with our own AI-powered CRM
- Automated workflows — email, SMS, WhatsApp, booking flows
- Back-office and appointment setting for advisors
- Full ownership of your clients and revenues
- Focus on advice — we handle the rest
- No product mandates — you choose what's best for your client
- Full infrastructure: investments, wealth management, financing, insurance
- Team events and gatherings — work should be fun too
Turnkey infrastructure for senior advisors.
A high bar — because our clients expect one.
- English fluency (further languages a plus)
- Entrepreneurial, results-oriented mindset
- Track record in asset gathering, financing, pensions and/or insurance
- At least seven-figure net new assets per year
- Existing book (AUM) in the eight-figure range
- Stable six-figure annual revenue
- Strong commitment to personal and professional growth
- Absolute client focus and advisory quality
How we start together.
Your application
Submit a discreet application via the form below.
Interview
A confidential conversation to explore fit on both sides.
Terms & details
All commercial and operational details agreed openly and in writing beforehand.
Start & client work
Onboarding, systems, marketing — fully set up within weeks so you can focus on clients.
Common questions from applicants.
Want to grow with us?
Send us a discreet application. Full confidentiality guaranteed — nothing leaves this conversation without your say-so.
Prefer email? Write to info@investexpat.com.