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Orion Advisor Jobs (NOW HIRING)

Orion

Service Team Specialist

Mundelein, IL · 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 ...

First Orion Corp

Account Manager

North Little Rock, AR · On-site

Manage pipeline in First Orion CRM (Salesforce) * Develop trusted advisor relationships with key client stakeholders and executive sponsors * Track and forecast key client metrics (e.g.subscriber KPI'

Focus Partners Wealth

Transition Manager

Saint Louis, MO · Hybrid

$75K - $85K/yr

DocuSign, Orion Advisor Services, Envestnet, Microsoft Office, Microsoft Excel, and Adobe. * Critical thinking skills and sound judgment. * Ability to motivate and excite others. * Versatility in ...

Orion Corporation

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 ...

One Degree Advisors

Lead Financial Advisor

San Diego, CA · On-site

$120K - $170K/yr

Redtail, Schwab Advisor Center, Orion, eMoney, Income Lab, Holistiplan Compensation: $120,000 - $170,000+ (salary + bonus, depending on experience and expertise) Benefits: 401(k) with match, health ...

One Degree Advisors

Lead Financial Advisor

San Diego, CA · On-site +1

$120K - $170K/yr

Redtail, Schwab Advisor Center, Orion, eMoney, Income Lab, Holistiplan Compensation: $120,000 - $170,000+ (salary + bonus, depending on experience and expertise) Benefits: 401(k) with match, health ...

Orion Corporation

Customer Service Representative

Omaha, NE · 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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$12

$25

$45

How much do orion advisor jobs pay per hour?

As of Jun 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:
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 Orion Advisor jobs? States with the most job openings for Orion Advisor jobs include:
What job categories do people searching Orion Advisor jobs look for? The top searched job categories for Orion Advisor jobs are:
Orion Advisor jobs near you
Infographic showing various Orion Advisor job openings in the United States as of June 2026, with employment types broken down into 1% Locum Tenens, 1% Internship, 92% Full Time, and 6% Part Time. Highlights an 93% Physical, 4% Hybrid, and 3% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.
Service Team Specialist

Service Team Specialist

Orion

Mundelein, IL • Hybrid

$19.82 - $26.16/hr

Full-time

Medical, Dental, Vision, Retirement

Posted 4 hours ago

Job description

About this Opportunity:

As a Service Team Specialist, you will provide superior service to our clients and act as the first point of contact for the investment representatives and clients. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.Please Note: This posting may not refer to a specific open position. As we can regularly hire for this type of role, you may be considered for a potential, future opportunity.

Location:

It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations.

Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.

In this role, you'll get to:

  • Process all daily work across all aspects of servicing advisors and clients including timely call servicing and account management functions.

  • Ensure all work is processed with accuracy, timeliness, completeness and within budget according to defined service level metrics.

  • Meet or exceed all daily and monthly business measurements.

  • Provide feedback to the team for continued improvements.

  • Provide status updates to management as required.

  • Maintain process measurements and reporting within service levels.

  • Interact and partner effectively for all processing issues, metrics, and coordinated activities across all appropriate internal business teams.

  • Execute testing as required for business projects.

  • Cross train as required to support all team activities and backup team members as needed.

  • Assist with team planning as required.

  • Ensure execution of all industry and company specific compliance matters within the team.

We're looking for talent who:

  • Has experience working in insurance, banking, or financial services industry

  • Preferably has a degree in Business or Finance or equivalent experience in finance field

  • Has minimum of 1 year of customer service experience

  • Obtain Orion Industry Certification

  • Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

#LI-AP1
#LI-Onsite
#LI-Hybrid

Recommended Skills:

Client-Centric, Effective Communication, Innovation, Technical Proficiency, Time Management, Work Collaboratively

Salary Range:

$19.82 - $26.16

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parentalleave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA-we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.

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