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Full Time Orion Advisor Jobs (NOW HIRING)

HUB

Wealth Advisor Services Associate

Austin, TX · Hybrid

$26 - $30/hr

Hybrid Employment Type: Full Time About Us: HUB is a global insurance and employee benefits broker ... Support technology platforms used by the team including Orion, RightCapital, ClickUp, Microsoft ...

Equitable Advisors

Be Seen First

Client Portfolio Strategist

Melville, NY · On-site

$80K - $100K/yr

... Morningstar, Orion). - Excellent communication skills, with the ability to explain complex ... Equitable Advisors, LLC, member FINRA, SIPC (Equitable Financial Advisors in MI and TN), a broker ...

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Full Time Orion Advisor information

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How much do full time orion advisor jobs pay per hour?

As of Jun 14, 2026, the average hourly pay for full time orion advisor in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 per hour, depending on experience, location, and employer.

What is the difference between Full Time Orion Advisor vs Financial Advisor?

AspectFull Time Orion AdvisorFinancial Advisor
CredentialsCFP, Series 7/66, State licensesCFP, Series 7/66, State licenses
Work EnvironmentFinancial firms, advisory firms, banksIndependent or firm-based, client-facing
Industry UsageUsed within financial technology and advisory firmsUsed across financial planning and wealth management
Job FocusUsing Orion platform for portfolio management and reportingProviding financial planning and investment advice

Both roles typically require similar credentials and work in financial services environments. The Full Time Orion Advisor specializes in using the Orion platform for portfolio management, while a Financial Advisor focuses on client financial planning and advice. The main difference lies in the technical platform expertise versus client-facing advisory responsibilities.

What cities are hiring for Full Time Orion Advisor jobs? Cities with the most Full Time 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 Full Time Orion Advisor jobs? States with the most job openings for Full Time Orion Advisor jobs include:
Full Time Orion Advisor jobs near you
Product Business Analyst

Product Business Analyst

Simplicity Group Holdings

Minneapolis, MN • On-site

$65K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Job description

Position Title: Product Business Analyst

Reports to: VP, Product Owner

Department: Technology

Location: 3600 American Blvd. W., Suite 700, Minneapolis, MN 55431 / In office position

Classification: Full-time; Exempt

Summary: The Product Business Analyst is an integral member of our development and technology support team. Primary responsibilities include: facilitating communication between technical and business resources, assisting with product support, outlining new product development, and administrating internal Salesforce environments.

Essential Job Functions: Communicate effectively between a wide range of business stakeholders and the development team on gathering business requirements, solution design, and project implementation. Assist the product owner with managing the product backlog, developing detailed user stories, documenting solutions, and prioritizing development items.

Primary Responsibilities:

· Troubleshoot production issues within internal and customer-facing systems and Salesforce environments using product knowledge and simple development tools such as debug logs, the developer console, and other Salesforce/browser debugging tools

· Document User Stories for new features and ongoing enhancements.

· Create ad hoc reports, dashboards, and scorecards using data from multiple systems to support different business needs and departments, as well as troubleshoot and audit data issues

· Complete user acceptance testing as needed, use your understanding of business requirements to determine whether the product is functioning as expected and meets user and business needs.

Qualifications:

· Bachelor’s degree in MIS or a related field

· Experience with Salesforce administration including user management, sharing rules, and data visibility or desire to expand expertise in this area

· Experience in Scrum/Kanban methodologies and their various processes and ceremonies

· Strong understanding of business analysis concepts including requirements gathering, user stories, acceptance criteria, communication, and documentation

· Experience writing effective user stories and acceptance criteria, managing product backlogs, and effectively facilitating refinement meetings

· Salesforce Certified Administrator preferred

· Basic understanding of the Salesforce development platform including Apex, SOQL, Visualforce, and LWC

· Familiarity with cloud services like AWS (Lambda, EC2, RDS, CloudWatch), preferred

· Preferred experience with HTML and CSS, UX design and prototype building, Conga (Orchestrate, Collaborate), Orion Advisor Tech, JIRA administration (including user management, configuring workflows and screens, and permission settings), Visio (workflow visualization)

· Proficiency with Microsoft Office Suite, including Excel and Access

· Familiarity with the wealth management or insurance industry strongly preferred

Core Competencies:

· Ability to manage competing demands and priorities

· Attention to detail a must

· Strong Problem-Solving Skills

· Desire to take ownership of projects and see them through to completion

· Strong team player

· Strong Listening and Writing Skills

Compensation & Benefits:

Compensation (based on experience)

· Annual base salary: $65,000 - $85,000

· This is an exempt position

· Annual performance bonus target: 7%

Benefits

· Employee benefits (medical, dental, vision, life insurance, other)

· 401k with employer match

· Paid Time Off

· Free onsite parking

Location: Simplicity Minnesota Office

3600 American Blvd. W., Suite 700, Minneapolis, MN 55431

*This role is an in-office position

Company Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.
Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.
For more information, please visit simplicitygroup.com.