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Assistant Orion Advisor Jobs (NOW HIRING)

Orion

Financial Technology Solutions Consultant

Omaha, NE · On-site

$72K - $110K/yr

... support of advisor and end client users. The role also involves collaborating with the Summit ... to assist with supporting all Summit clients. As we continue to evolve and live our Orion values ...

Orion

Financial Technology Solutions Consultant

Omaha, NE · Hybrid

$72K - $110K/yr

... advisor and end client users.The role also involves collaborating with the Summit onboarding and product teams to assist with supporting all Summit clients.As we continue to evolve and live our Orion ...

Orion

Client Experience Technology Consultant

Omaha, NE · Hybrid

$72K - $110K/yr

... advisor and end client users.The role also involves collaborating with the Summit onboarding and product teams to assist with supporting all Summit clients.As we continue to evolve and live our Orion ...

Enterprise Recruiting Company

Be Seen First

Operations Manager - Registered Investment Advisory

Boca Raton, FL · On-site

$110K - $120K/yr

Coordinate employee onboarding, orientation, and new hire training. * Assist with HR administration ... Experience with Orion Advisor Technology is preferred. * Experience with Wealthbox CRM is a plus.

Orion Corporation

Client Support Consultant

Omaha, NE · On-site

$72K - $110K/yr

... support of advisor and end client users. The role also involves collaborating with the Summit ... to assist with supporting all Summit clients. As we continue to evolve and live our Orion values ...

Orion

Customer Service Representative

Lehi, UT · Hybrid

$19.82 - $26.16/hr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us ... Process all daily work across all aspects of servicing advisors and clients including timely call ...

Orion

Service Team Specialist

Omaha, NE · On-site

$19.82 - $26.16/hr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us ... Process all daily work across all aspects of servicing advisors and clients including timely call ...

Orion

Service Team Specialist

Omaha, NE · Hybrid

$19.82 - $26.16/hr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us ... Process all daily work across all aspects of servicing advisors and clients including timely call ...

Orion

Customer Service Representative

Mundelein, IL · Hybrid

$19.82 - $26.16/hr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us ... Process all daily work across all aspects of servicing advisors and clients including timely call ...

Orion

Customer Service Representative

Omaha, NE · On-site

$19.82 - $26.16/hr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us ... Process all daily work across all aspects of servicing advisors and clients including timely call ...

Orion

Customer Service Representative

Cincinnati, OH · Hybrid

$19.82 - $26.16/hr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us ... Process all daily work across all aspects of servicing advisors and clients including timely call ...

Orion

Service Team Specialist

Lehi, UT · Hybrid

$19.82 - $26.16/hr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us ... Process all daily work across all aspects of servicing advisors and clients including timely call ...

Orion

Service Team Specialist

Mundelein, IL · Hybrid

$19.82 - $26.16/hr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us ... Process all daily work across all aspects of servicing advisors and clients including timely call ...

Orion

Customer Service Representative

Omaha, NE · Hybrid

$19.82 - $26.16/hr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us ... Process all daily work across all aspects of servicing advisors and clients including timely call ...

Orion

Service Team Specialist

Cincinnati, OH · Hybrid

$19.82 - $26.16/hr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us ... Process all daily work across all aspects of servicing advisors and clients including timely call ...

Orion Corporation

Customer Service Representative

Omaha, NE · On-site

$19.82 - $26.16/hr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us ... Process all daily work across all aspects of servicing advisors and clients including timely call ...

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K - $250K/yr

Maintain client confidentiality and assist in identifying potentially fraudulent activity. Key ... Experience with eMoney Advisor, Orion, and Salesforce. * Experience working with Fidelity and ...

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Assistant Orion Advisor information

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$28.5K

$54.2K

$91K

How much do assistant orion advisor jobs pay per year?

As of Aug 9, 2026, the average yearly pay for assistant orion advisor in the United States is $54,245.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $63,000.00 per year, depending on experience, location, and employer.
More about Assistant Orion Advisor jobs
What cities are hiring for Assistant Orion Advisor jobs? Cities with the most Assistant Orion Advisor job openings:
What are the most commonly searched types of Orion Advisor jobs? The most popular types of Orion Advisor jobs are:
What states have the most Assistant Orion Advisor jobs? States with the most job openings for Assistant Orion Advisor jobs include:
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Assistant Orion Advisor jobs near you
Infographic showing various Assistant Orion Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $54,245 per year, or $26.1 per hour.

Financial Technology Solutions Consultant

Orion

Omaha, NE • On-site

$72K - $110K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 18 days ago

Job description

About this Opportunity:
As a Financial Technology Solutions Consultant, you will sit within the Summit Support Organization to understand the experience set-up and support of advisor and end client users. The role also involves collaborating with the Summit onboarding and product teams to assist with supporting all Summit clients. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
Location:
It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations.
Candidates should be located within a commutable distance to an office. Work location is subject to change based on business needs.
In this role, you'll get to:
  • Understand the desired experience for clients and guiding potential directions based on the Experience platform capabilities
  • Have awareness of the Orion Ecosystem with enough knowledge to guide clients across all product domains
  • Provide daily support for all Summit clients
  • Diagnose and resolve issues including user access, reporting, custom experience builds, and issues related to client portal access
  • Escalate complex problems or issues to product teams when needed.
  • Help to prepare training material to help advisor and admin users better navigate and build Summit.
  • Work with the onboarding team to help with project management.
  • Relay customer feedback, identify recurring problems, and suggest enhancements to improve customer satisfaction.

We're looking for talent who:
  • Has a GED or high school diploma as required
  • Has a Bachelor's degree as preferred
  • Has a minimum of three (3) years of experience in fintech system support role(s) as required
  • Has prior mentoring or training experience as preferred
  • Can obtain an Orion Industry Certification as required
  • Has additional certifications in Orion's Reconciliation, Reporting, Billing, Performance, and Advisor Portal as preferred
  • Has experience with MySql
  • Has a comfort level in Javascript/Json (and/or willingness and aptitude to learn to review configurations that have been established)
  • Has creative thinking to translate experience priorities into solutions
  • Has excellent problem-solving skills and the ability to troubleshoot and resolve technical issues quickly.
  • Has experience with CRM systems and ticketing software
  • Has a willingness to travel up to 25% annually as required
  • Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization

#LI-AP1
#LI-Onsite
#LI-Hybrid
Recommended Skills:
Active Listening, Client Relations, Client Relationship Management, Client Support, Communication, Conflict Resolution, Customer Service, Empathy, Financial Technology, Mentorship, Onboarding, Performance Reports, Portal Development, Problem Solving, Relationship Management, Systems Support, Technical Support, Technical Support Training, Training and Development
Salary Range:
$72,860.00 - $110,014.00
The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.
About Us
At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA-we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.

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