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Orion Advisor Jobs (NOW HIRING)

Orion

FinTech Relationship Consultant

Omaha, NE · On-site

$72K - $110K/yr

Has additional certifications in Orion's Reconciliation, Reporting, Billing, Performance, and Advisor Portal as preferred * Has experience with MySql * Has a comfort level in Javascript/Json (and/or ...

Orion

Client Experience Technology Consultant

Omaha, NE · On-site

$72K - $110K/yr

Has additional certifications in Orion's Reconciliation, Reporting, Billing, Performance, and Advisor Portal as preferred * Has experience with MySql * Has a comfort level in Javascript/Json (and/or ...

Orion

Financial Technology Solutions Consultant

Omaha, NE · On-site

$72K - $110K/yr

Has additional certifications in Orion's Reconciliation, Reporting, Billing, Performance, and Advisor Portal as preferred * Has experience with MySql * Has a comfort level in Javascript/Json (and/or ...

Orion

Financial Technology Solutions Consultant

Omaha, NE · Hybrid

$72K - $110K/yr

Has additional certifications in Orion's Reconciliation, Reporting, Billing, Performance, and Advisor Portal as preferred * Has experience with MySql * Has a comfort level in Javascript/Json (and/or ...

Orion

Client Experience Technology Consultant

Omaha, NE · Hybrid

$72K - $110K/yr

Has additional certifications in Orion's Reconciliation, Reporting, Billing, Performance, and Advisor Portal as preferred * Has experience with MySql * Has a comfort level in Javascript/Json (and/or ...

Simplicity Group Holdings

Be Seen First

Sr. Sales Assistant

Durham, NC · On-site

$65K - $76K/yr

... with Orion Advisor Services is strongly preferred. · Experience using Salesforce or another CRM platform is a plus. · Proficiency in Microsoft Office, including Outlook, Excel, and Word.

Enterprise Recruiting Company

Be Seen First

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

Premier Technical Support Specialist

Omaha, NE · Hybrid

$56K - $82K/yr

... advisors and internal teams solve complex workflow issues. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. Location: It is anticipated that an ...

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

Trader (8:00a-5:00p CT)

Omaha, NE · Hybrid

$30.72 - $45.75/hr

... advisor service teams to provide industry-leading service with quality risk management controls. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. It is ...

Orion Corporation

Client Support Consultant

Omaha, NE · On-site

$72K - $110K/yr

Has additional certifications in Orion's Reconciliation, Reporting, Billing, Performance, and Advisor Portal as preferred * Has experience with MySql * Has a comfort level in Javascript/Json (and/or ...

Orion

Trader (8:00a-5:00p CT)

Cincinnati, OH · Hybrid

$30.72 - $45.75/hr

... advisor service teams to provide industry-leading service with quality risk management controls. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. It is ...

Orion

Premier Technical Support Specialist

Omaha, NE · On-site

$56K - $82K/yr

... advisors and internal teams solve complex workflow issues. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. Location: It is anticipated that an ...

Orion

Senior Staff 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 ...

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Orion Advisor information

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How much do orion advisor jobs pay per hour?

As of Aug 9, 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 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.

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 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 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.
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Orion Advisor jobs near you
Infographic showing various Orion Advisor job openings in the United States as of August 2026, with employment types broken down into 92% Full Time, 6% Part Time, and 2% Contract. Highlights an 71% Physical, 3% Hybrid, and 26% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.

FinTech Relationship Consultant

Orion

Omaha, NE • On-site

$72K - $110K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 18 days ago

Job description

About this Opportunity:
As a FinTech Relationship Consultant, you will sit within the Summit Support Organization to understand the experience set-up and support of advisor and end client users. The role also involves collaborating with the Summit onboarding and product teams to assist with supporting all Summit clients. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
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. Work location is subject to change based on business needs.
In this role, you'll get to:
  • Understand the desired experience for clients and guiding potential directions based on the Experience platform capabilities
  • Have awareness of the Orion Ecosystem with enough knowledge to guide clients across all product domains
  • Provide daily support for all Summit clients
  • Diagnose and resolve issues including user access, reporting, custom experience builds, and issues related to client portal access
  • Escalate complex problems or issues to product teams when needed.
  • Help to prepare training material to help advisor and admin users better navigate and build Summit.
  • Work with the onboarding team to help with project management.
  • Relay customer feedback, identify recurring problems, and suggest enhancements to improve customer satisfaction.

We're looking for talent who:
  • Has a GED or high school diploma as required
  • Has a Bachelor's degree as preferred
  • Has a minimum of three (3) years of experience in fintech system support role(s) as required
  • Has prior mentoring or training experience as preferred
  • Can obtain an Orion Industry Certification as required
  • Has additional certifications in Orion's Reconciliation, Reporting, Billing, Performance, and Advisor Portal as preferred
  • Has experience with MySql
  • Has a comfort level in Javascript/Json (and/or willingness and aptitude to learn to review configurations that have been established)
  • Has creative thinking to translate experience priorities into solutions
  • Has excellent problem-solving skills and the ability to troubleshoot and resolve technical issues quickly.
  • Has experience with CRM systems and ticketing software
  • Has a willingness to travel up to 25% annually as required
  • Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization

#LI-AP1
#LI-Onsite
#LI-Hybrid
Recommended Skills:
Active Listening, Client Relations, Client Relationship Management, Client Support, Communication, Conflict Resolution, Customer Service, Empathy, Financial Technology, Mentorship, Onboarding, Performance Reports, Portal Development, Problem Solving, Relationship Management, Systems Support, Technical Support, Technical Support Training, Training and Development
Salary Range:
$72,860.00 - $110,014.00
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 parental leave, 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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