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Full Time Orion Advisor Jobs (NOW HIRING)

Clearstead

Sr. Operations Analyst

Cleveland, OH · On-site

$70K - $95K/yr

Job Type Full-time Description The Sr. Operations Analyst supports the Operations team in complex ... Orion Advisor Technology preferred . Salary Description $70k-$95k

Simplicity Group Holdings

Sr. Sales Assistant

Durham, NC · On-site

$65K - $76K/yr

In-office, Durham, NC Classification: Full-time, Exempt Summary / Job Objective: We are a growing ... Orion Advisor Services is strongly preferred. · Experience using Salesforce or another CRM ...

Simplicity Group Holdings

Sr. Sales Assistant

Durham, NC · On-site

$65K - $76K/yr

In-office, Durham, NC Classification: Full-time, Exempt Summary / Job Objective: We are a growing ... Orion Advisor Services is strongly preferred. · Experience using Salesforce or another CRM ...

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Operations Manager - Registered Investment Advisory

Boca Raton, FL · On-site

$110K - $120K/yr

Experience with Orion Advisor Technology is preferred. * Experience with Wealthbox CRM is a plus ... Employee Stock Plan * Full-time onsite position in Boca Raton, FL Why Join This Firm? This is a ...

HUB

Wealth Advisor Services Associate - RPW

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 ...

Renaissance Financial

Advisory Billing Manager

Omaha, NE · On-site

... full-time position is to deliver exceptional support and service to financial advisors and their ... Ensure the integrity of Orion data and other data, both internal and third party, related to the ...

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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 Aug 30, 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

Sr. Operations Analyst

Cleveland, OH • On-site

Clearstead
Finance and Insurance • 51 - 200 employees
Learn more about Clearsteadexternal

$70K - $95K/yr

Full-time

Posted 11 days ago

Job description

Job Type
Full-time
Description
The Sr. Operations Analyst supports the Operations team in complex functions including account onboarding and setup, maintenance of portfolio accounting and reporting systems, standardized reporting, transaction processing, and manual account/performance reconciliation. This role partners with internal teams and custodians to resolve exceptions and maintain accurate client and investment data across daily, monthly, and quarterly workflows.
Responsibilities:
• Lead key operational processes and execute complex departmental tasks to keep daily, monthly, and quarterly workflows running efficiently.
• Train and develop Operations Analysts; document procedures to support consistency and cross-coverage; drive continuous improvement.
• Perform account onboarding, setup, and ongoing maintenance across portfolio accounting and reporting systems, including account/household setup and required data configuration.
• Maintain data integrity by monitoring feeds, ensuring timely updates, and researching/resolving exceptions.
• Create and monitor new asset setups and classifications to support accurate accounting and reporting.
• Process standard operational transactions using established procedures, including transaction entry and quality checks.
• Perform manual account and performance reconciliations; investigate breaks and work with custodians to resolve discrepancies.
• Monitor alternative investments; enter related transactions across reporting systems; maintain supporting documentation.
• Produce monthly and quarterly standardized reporting and related operational deliverables.
• Assist with data aggregation setup and maintenance to support reporting and operational workflows.
• Save and organize custodial statements and alternative investment documents; maintain accurate and complete records.
• Assist with daily production activities and execute ad hoc requests in support of the Operations team.
• Process account closing and client offboarding in accordance with established procedures.
• Follow departmental policies and procedures and recommend enhancements to improve efficiency and controls.
• Other duties and projects as assigned to support the team.
Requirements
Skills and Experience
• Bachelor's degree in Business, Finance, Data Analytics, or a related field (or equivalent relevant experience).
• 3-5 years of experience in financial services or wealth management operations.
• Demonstrated ability to analyze and resolve complex problems independently; strong attention to detail.
• Ability to work in a fast-paced environment managing multiple requests and priorities and meeting deadlines.
• Ability to communicate and work well amongst cross-functional teams and external partners (including custodians).
• Strong organizational and interpersonal skills; excellent written and verbal communication.
• Working knowledge of portfolio accounting and reporting systems, reconciliations, and alternative investment processing; experience with Orion Advisor Technology preferred.
Salary Description
$70k-$95k

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