| Aspect | Full Time Orion Advisor | Financial Advisor |
|---|
| Credentials | CFP, Series 7/66, State licenses | CFP, Series 7/66, State licenses |
| Work Environment | Financial firms, advisory firms, banks | Independent or firm-based, client-facing |
| Industry Usage | Used within financial technology and advisory firms | Used across financial planning and wealth management |
| Job Focus | Using Orion platform for portfolio management and reporting | Providing 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.