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Orion Advisor Jobs in Florida (NOW HIRING)

Enterprise Recruiting Company

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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. * Previous experience with HR administration, including onboarding, employee benefits, and new hire ...

Orion

Senior Staff 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 ...

3M HEALTHCARE

Principal Product Manager

Jacksonville, FL · On-site

$140 - $190/hr

Ensure the platform can support rapid growth in users, data volume, and use cases across Orion ... Act as a trusted advisor to senior leaders on data platform strategy and investment decisions.

U.S. Navy

Aviation - Officer Careers (FL)

Davie, FL · On-site

If you're flying the P-3 Orion or the brand-new P-8 Poseidon, you hunt submarines using cutting ... VOLED Region Advisors * Navy War College (NWC) * USAF Air University Air Command and Staff College ...

U.S. Navy

Aviation Officer

Jacksonville, FL

If you're flying the P-3 Orion or the brand-new P-8 Poseidon, you hunt submarines using cutting ... VOLED Region Advisors * Navy War College (NWC) * USAF Air University Air Command and Staff College ...

U.S. Navy

Aviation - Officer Careers (FL)

Miami, FL · On-site

If you're flying the P-3 Orion or the brand-new P-8 Poseidon, you hunt submarines using cutting ... VOLED Region Advisors * Navy War College (NWC) * USAF Air University Air Command and Staff College ...

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Orion Advisor information

What is an Orion Advisor?

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 skills and qualifications are needed to be an Orion Advisor?

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.

How does an Orion Advisor 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.

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.

What are popular job titles related to Orion Advisor jobs in Florida?

For Orion Advisor jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Orion Advisor jobs in Florida look for?

The top searched job categories for Orion Advisor jobs in Florida are:

What cities in Florida are hiring for Orion Advisor jobs?

Cities in Florida with the most Orion Advisor job openings:

Orion Advisor jobs near you
Infographic showing various Orion Advisor job openings in Florida as of August 2026, with employment types broken down into 91% Full Time, 8% Part Time, and 1% Contract. Highlights an 68% Physical, 4% Hybrid, and 28% Remote job distribution.

Operations Manager - Registered Investment Advisory

Enterprise Recruiting Company

Boca Raton, FL • On-site

$110K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

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Job description

Operations Manager - Boca Raton, FL (Onsite)


Our client is a well-established, highly respected Registered Investment Advisory (RIA) firm seeking an experienced Operations Manager to work on-site in Boca Raton, overseeing the day-to-day operational functions of the business and supporting the firm's continued growth. This is a unique opportunity to join a close-knit team that offers outstanding work-life balance, exceptional employee retention, and a clear long-term career path into executive leadership.


The ideal candidate is an experienced RIA operations professional who enjoys wearing multiple hats, improving processes, supporting advisors, and serving as a key resource across operations, HR administration, technology, and compliance.


Responsibilities

  • Manage the firm's day-to-day operational functions and internal workflows.
  • Partner with firm leadership to improve operational efficiency and scalability.
  • Coordinate employee onboarding, orientation, and new hire training.
  • Assist with HR administration, employee benefits, and personnel-related processes.
  • Process payroll and maintain employee records using BambooHR (or similar HRIS/payroll platform).
  • Serve as the primary operational liaison with the firm's Compliance department to ensure internal processes align with regulatory requirements.
  • Support advisor operations, account administration, and custodial relationships.
  • Coordinate with third-party vendors and technology providers.
  • Develop, document, and improve operational procedures and best practices.
  • Create reports, presentations, and operational analyses using Microsoft Excel and PowerPoint.
  • Manage and organize firm documentation using Microsoft OneDrive and other cloud-based systems.
  • Provide operational support for firm initiatives, projects, and strategic growth.


Qualifications

  • Minimum 10 years of operations experience within a Registered Investment Advisory (RIA) firm is required.
  • Strong understanding of RIA operational workflows and advisor support.
  • Experience working with Fidelity and Charles Schwab custodial platforms.
  • Experience with Orion Advisor Technology is preferred.
  • Experience with Wealthbox CRM is a plus.
  • Previous experience with HR administration, including onboarding, employee benefits, and new hire training.
  • Payroll experience, preferably using BambooHR or a similar platform.
  • Advanced proficiency with Microsoft Excel, PowerPoint, Outlook, and OneDrive.
  • Excellent organizational, multitasking, and project management skills.
  • Strong written and verbal communication skills.
  • Self-motivated, collaborative, and able to thrive in a fast-paced environment.


Compensation & Benefits

  • Base Salary: Approximately $110,000 - $120,000 DOE plus Performance Bonus
  • 100% employer-paid health insurance for employees
  • Safe Harbor 401(k) with company match
  • Paid Time Off
  • Employee Stock Plan
  • Full-time onsite position in Boca Raton, FL


Why Join This Firm?

This is a rare opportunity to join a collaborative, 13-person boutique wealth management firm where employees genuinely enjoy coming to work. The firm has built an outstanding culture centered on teamwork, work-life balance, and long-term employee success. Team members tend to stay for many years because of the supportive environment and opportunities for professional growth.

For the right individual, this role offers a clearly defined career progression with the opportunity to advance into executive leadership roles as the firm continues to grow.

Company Description

Enterprise Recruiting Company is a full-service talent acquisition and consulting company specializing in the areas of IT/Tech, HR, Accounting/Finance, Private Equity, Sales & Marketing, Operations and Engineering & Construction.