| Aspect | Orion Advisor | Financial Advisor |
|---|
| Credentials | Typically requires Series 7, 66, or 65 licenses; CFP certification is common | Often holds CFP, Series 7, 66, or 65 licenses; may also have other certifications |
| Work Environment | Technology-driven platform supporting investment management firms | Client-facing role providing personalized financial planning and advice |
| Employer & Industry | Financial technology companies, RIAs, and asset managers | Independent or firm-based financial planning and investment firms |
While Orion Advisor focuses on providing a technology platform for investment management firms, a Financial Advisor works directly with clients to develop personalized financial plans. Both roles often require similar licenses and certifications, but their primary functions and work environments differ significantly.