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Orion Advisor Jobs (NOW HIRING)

Mariner

Client Service Manager

Manasquan, NJ · On-site

$93K - $112K/yr

Strong PC proficiency required, experience with Salesforce and Orion Advisor Services preferred #LI-MK1 We welcome your interest in being a part of our firm. We believe in giving associates ...

Orion

Business Development Consultant

Idaho Falls, ID · On-site +1

As a Business Development Consultant, you will be responsible for representing Orion in its sales efforts to promote its services to Registered Investment Advisors. This position works to increase ...

Orion

Onboarding Specialist

Omaha, NE · Hybrid

$20.67 - $29.57/hr

Make decisions based on facts and circumstances for committing Orion resources to meet advisor's timeline * Be responsible for setting up entire database framework * Lead weekly status phone call ...

Orion

Onboarding Specialist

Omaha, NE · On-site

$20.67 - $29.57/hr

Make decisions based on facts and circumstances for committing Orion resources to meet advisor's timeline * Be responsible for setting up entire database framework * Lead weekly status phone call ...

Orion

Onboarding Specialist

Mundelein, IL · Hybrid

$20.67 - $29.57/hr

Make decisions based on facts and circumstances for committing Orion resources to meet advisor's timeline * Be responsible for setting up entire database framework * Lead weekly status phone call ...

Orion

Onboarding Specialist

Lehi, UT · Hybrid

$20.67 - $29.57/hr

Make decisions based on facts and circumstances for committing Orion resources to meet advisor's timeline * Be responsible for setting up entire database framework * Lead weekly status phone call ...

Orion Group

$101K - $102K/yr

The CCM/ER Advisor will provide support and technical advice in the development, maintenance, and ... Orion Group was founded in 1987 and is now one of the largest, independent, international ...

Orion

Senior Software Engineer

Omaha, NE

$117K - $154K/yr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us. For ... Serve as a trusted advisor across engineering teams and to senior leadership * Build strong cross ...

Orion

Senior Software Engineer

Omaha, NE · On-site

$117K - $154K/yr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us. For ... Serve as a trusted advisor across engineering teams and to senior leadership * Build strong cross ...

Orion

Senior Software Engineer

Lehi, UT · On-site

$115K - $151K/yr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us. For ... Serve as a trusted advisor across engineering teams and to senior leadership * Build strong cross ...

Orion

Senior Software Engineer

Jacksonville, FL · On-site

$113K - $149K/yr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us. For ... Serve as a trusted advisor across engineering teams and to senior leadership * Build strong cross ...

Orion

Portfolio Manager, Custom Indexing

Mundelein, IL · Hybrid

$104K - $162K/yr

... advisors and their clients in a simple and understandable way.As we continue to evolve and live our Orion values, we are looking for someone to grow with us. It is anticipated that an incumbent in ...

Orion

Portfolio Manager, Custom Indexing

Phoenixville, PA · On-site

$104K - $162K/yr

... advisors and their clients in a simple and understandable way. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. It is anticipated that an incumbent in ...

Orion

Service Team Specialist

Cincinnati, OH · Hybrid

$19.82 - $26.16/hr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us ... Process all daily work across all aspects of servicing advisors and clients including timely call ...

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Orion Advisor information

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How much do orion advisor jobs pay per hour?

As of Jul 13, 2026, the average hourly pay for 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 are the key skills and qualifications needed to thrive as an Orion Advisor, and why are they important?

To thrive as an Orion Advisor, you need a strong background in financial planning, investment management, and client relationship building, typically supported by relevant finance degrees and certifications such as CFP or Series 65. Proficiency with the Orion Advisor Tech platform, portfolio management systems, and financial analysis software is essential. Outstanding communication, problem-solving, and client-focused interpersonal skills help advisors build trust and deliver personalized solutions. These skills ensure effective portfolio management, regulatory compliance, and exceptional client service in a competitive advisory environment.

What are Orion Advisors?

Orion Advisors are professionals or firms that use Orion's financial technology platform to provide investment management, portfolio accounting, and advisory services. Orion Advisor Solutions is a company that offers tools and software to help financial advisors streamline operations, manage client portfolios, and deliver a better client experience. Orion Advisors utilize these tools to enhance their service offerings, improve efficiency, and maintain compliance. They typically serve individual investors, families, and institutions, helping them achieve their financial goals.

What is the difference between Orion Advisor vs Financial Advisor?

AspectOrion AdvisorFinancial Advisor
CredentialsTypically requires Series 7, 66, or 65 licenses; CFP certification is commonOften holds CFP, Series 7, 66, or 65 licenses; may also have other certifications
Work EnvironmentTechnology-driven platform supporting investment management firmsClient-facing role providing personalized financial planning and advice
Employer & IndustryFinancial technology companies, RIAs, and asset managersIndependent 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.

How does an Orion Advisor typically collaborate with other financial professionals and departments within a firm?

As an Orion Advisor, you will frequently work alongside portfolio managers, compliance officers, and back-office teams to deliver seamless client service. Collaboration is key, especially when integrating Orion’s platform, managing client portfolios, and ensuring regulatory compliance. Advisors often participate in regular team meetings, strategy sessions, and coordinate with IT or support staff to optimize technology solutions and data flows. This collaborative environment enables Orion Advisors to provide holistic financial advice and maintain up-to-date client records, which is crucial for success in the role.
More about Orion Advisor jobs
What cities are hiring for Orion Advisor jobs? Cities with the most Orion Advisor job openings:
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Orion Advisor jobs near you
Infographic showing various Orion Advisor job openings in the United States as of July 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.
Client Service Manager

Client Service Manager

Mariner

Manasquan, NJ • On-site

$93K - $112K/yr

Full-time

Posted 4 days ago

Job description

Job Summary:
The Client Service Manager is responsible for managing the administration of client services as it pertains to client interaction and management of accounts, and general office management activities
Essential Duties and Responsibilities:
  • Manage new client implementation process
  • Build and maintain client relationships aimed at client retention
  • Coordinate and direct client activities with other team members and assist as necessary
  • Maintain up-to-date familiarity of industry trends that affect the investment market
  • Manage special requests or projects as directed by Wealth Advisor team
  • Adhere to ethics and associate code of conduct policies and, as appropriate, communicate the same to team members
  • Perform other duties as assigned

Skills:
  • Has positive attitude, with an exceptional client service demeanor
  • Ability to manage a team and build a strong rapport with team members
  • Strong verbal and written communication skills
  • The ability to manage multiple tasks and maintain the necessary attention to detail
  • Ability to organize time and perform tasks with minimal direction
  • Highly organized with strong analytical and problem solving skills

Required Education and Experience:
  • Bachelor's degree, preferred
  • Two or more years of related work experience in financial services and high net worth client service or equivalent experience
  • Strong PC proficiency required, experience with Salesforce and Orion Advisor Services preferred

#LI-MK1
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
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