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Full Time Orion Advisor Jobs (NOW HIRING)

Signal Advisors

Wealth Operations Specialist

Detroit, MI · On-site

... systems (Orion, Salesforce) updated to ensure "source of truth" data for our advisors. * Support ... COMPENSATION & BENEFITS The US base salary for this full-time position is determined by role, level ...

Fidelis Financial Strategies

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Paraplanner

Cookeville, TN · On-site

$40K - $70K/yr

Hiring a Paraplanner We are seeking a Full-Time Paraplanner to join our team at Fidelis Financial ... Prepare necessary regulatory paperwork and audit trails for advisors. * Execute trading tasks:

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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 9, 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

Wealth Operations Specialist

Signal Advisors

Detroit, MI • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 12 days ago

Job description

Signal Advisors is on a mission to solve the retirement crisis. 69% of Americans do not work with a financial advisor today, and only a quarter have a financial plan. Our team is reimagining a 60-year-old industry-bringing new technologies, comprehensive services, and an inspired vision to financial advisors. Supported by our incredible investors, we've grown from a small Detroit-based team in 2020 to over 130+ team members dispersed across the country.
We are: Empowering Leaders. Client Advocates. Entrepreneurial Champions.
Our team is a blend of industry experts and technologists building a better business, together. We're in it for the long haul. Are you looking to be part of a dedicated, dispersed team where you can architect your impact and shape the company's vision? Join us at Signal!
THE JOB
As a Wealth Operations Specialist, you'll support Signal's wealth management business by ensuring the day-to-day servicing work gets done accurately, on time, and compliantly. In this role, you'll be responsible for owning and executing operational workflows like service tickets in Salesforce, beneficiary updates, and other custodian/platform processes. You will own the end-to-end operational workflows acting as the vital link between our advisors, internal teams, and custodians like Fidelity and Schwab.
WHAT YOU'LL GET TO DO
  • Execute Operational Workflows: Own and process account service requests including new account openings, maintenance, money movements, and account closures.
  • Manage Service Tickets: Utilize the Salesforce Wealth Console to track, document, and resolve advisor requests with a high sense of urgency.
  • Custodian Coordination: Interface directly with Fidelity, Schwab, and other platforms to ensure workflows are completed accurately and on time.
  • System Integrity: Keep our CRM and operations systems (Orion, Salesforce) updated to ensure "source of truth" data for our advisors.
  • Support Transitions: Assist with onboarding and transition work for new advisors joining the Signal platform.
  • Data & Reporting: Run data, reporting, and analytics across our various wealth platforms.

WHAT WE'RE LOOKING FOR IN TEAM MEMBERS
  • The "Inches" Mentality - You look for tiny ways to improve a process that others might miss.
  • Scrappy & Agile - You thrive in a fast-paced startup environment and aren't afraid to"launch and learn.
  • Client Obsessed - You view every internal and external interaction as an opportunity to amaze the client.
  • Extreme Ownership - You embody "We are the they," taking proactive steps to fix issues rather than waiting for others.

WHAT YOU HAVE
  • Direct experience navigating Fidelity and Schwab advisor platforms.
  • Professional experience with Orion and Salesforce is a big plus.
  • Proven track record in wealth management operations or account services.
  • Attention to detail and "measure twice, cut once" approach to complex financial paperwork and digital workflows.
  • A strong aptitude for customer service and meeting SLAs.

WHAT WE VALUE @ SIGNAL
These are the values that drive how we operate and make decisions.
We're obsessed with finding a better way. Never settle for less.
We act with a sense of urgency. We use our best judgment to act urgently on the right things at the right time.
We raise our level of awareness. Everything starts with awareness. We're curious and alert to what is happening around us.
We find inches everywhere around us. There are thousands of opportunities to make an impact. We take those opportunities and act.
We do the right thing. Sticking to the highest standard of integrity is not optional.
We have strong opinions, loosely held. It's not about WHO is right, it's about WHAT is right.
Simplicity is Genius. Simplicity doesn't just clarify; it makes things better for everyone. It's that simple.
Ideas are valued, execution is worshiped. Great ideas get you to the 50-yard line; outstanding execution gets you into the end zone.
We are the "they". There is no "they". We are empowered to fix things, to be proactive, to find a solution.
We launch big ideas and then obsess over feedback to learn how we can make it even better.
COMPENSATION & BENEFITS
The US base salary for this full-time position is determined by role, level, and location. Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data.
In addition to salary, our team members benefits include:
  • Medical, vision, and dental coverage
  • FSA or HSA-eligible health plans
  • 3% 401k company contribution with no vesting period
  • Paid parental leave for all parents
  • Learning & Development stipend
  • Wellness Programs
  • Flexible vacation policy
  • Dedicated sick days
  • 10 company-wide holidays
  • $500 for your home office setup
  • Flexible, hybrid working environment
  • Annual all-company retreat
  • Competitive equity package based on on role and level

Our company is committed to building a team that represents people from many different backgrounds and professional, educational, and life experiences. We strongly encourage you to apply, if you have interest in the role. So think of our job postings as just the start of the conversation. Take the leap - you might just be the perfect person for one of our open roles, even if you don't fully match every requirement on the job description.

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