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Remote Orion Advisor Jobs (NOW HIRING)

Signal Advisors

Billing Specialist

$19.75 - $26.50/hr

Deep, hands-on experience with Orion Advisor Tech (or similar enterprise platforms like Addepar ... Self-driven and able to stay focused and productive in a remote work environment without constant ...

Signal Advisors

Billing Specialist

Detroit, MI · Remote

$19 - $25.75/hr

Deep, hands-on experience with Orion Advisor Tech (or similar enterprise platforms like Addepar ... Self-driven and able to stay focused and productive in a remote work environment without constant ...

Orion

Business Development Consultant

Idaho Falls, ID · On-site +1

Cold calls and proactively hunts for new advisors from lists, campaigns and conferences for Orion ... Sales Role required to live in Territory #LI-AP1 #LI-Remote #LI-Hybrid About Us At Orion, we ...

Orion

Business Development Consultant

Lehi, UT · On-site +1

Cold calls and proactively hunts for new advisors from lists, campaigns and conferences for Orion ... Sales Role required to live in Territory #LI-AP1 #LI-Remote #LI-Hybrid About Us At Orion, we ...

Orion

Business Development Consultant

Cold calls and proactively hunts for new advisors from lists, campaigns and conferences for Orion ... Sales Role required to live in Territory #LI-AP1 #LI-Remote #LI-Hybrid About Us At Orion, we ...

Orion

Business Development Consultant

Phoenix, AZ · On-site +1

Cold calls and proactively hunts for new advisors from lists, campaigns and conferences for Orion ... Sales Role required to live in Territory #LI-AP1 #LI-Remote #LI-Hybrid About Us At Orion, we ...

TalentLink Solutions

Financial Planner

$77K - $104K/yr

We operate in a fully remote environment that rewards discipline, collaboration, and results. The ... Familiarity with eMoney, Advisor Engine aka: Junxure, Orion, Holistiplan or similar softwares ...

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Remote Orion Advisor information

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$12

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$45

How much do remote orion advisor jobs pay per hour?

As of Jun 13, 2026, the average hourly pay for remote 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 Remote Orion Advisors?

Remote Orion Advisors are financial professionals who use the Orion Advisor platform to manage client portfolios, provide investment advice, and perform wealth management tasks while working remotely. They leverage Orion’s comprehensive suite of tools for portfolio accounting, reporting, trading, and client communication from any location with internet access. This flexibility allows them to serve clients efficiently without being tied to a physical office, making financial advising more accessible for both advisors and clients.

How do Remote Orion Advisors typically collaborate with clients and internal teams while working from home?

Remote Orion Advisors often engage with clients and colleagues through secure digital platforms, such as video conferencing, email, and specialized financial planning software. Regular communication is key, so advisors schedule virtual meetings, share reports, and provide updates to ensure clients are informed and supported. Internally, advisors participate in team huddles, training sessions, and collaborative projects using tools like Slack and project management software. This structure allows them to maintain strong relationships, deliver high-quality advice, and stay aligned with organizational goals while enjoying the flexibility of remote work.

What are the key skills and qualifications needed to thrive as a Remote Orion Advisor, and why are they important?

To thrive as a Remote Orion Advisor, you need expertise in financial planning, investment strategies, and a deep understanding of wealth management principles, typically supported by relevant certifications such as a CFP or Series 65 license. Proficiency in using the Orion Advisor Tech platform, CRM systems, and portfolio management tools is important for delivering client solutions remotely. Excellent communication, client service orientation, and problem-solving skills help build trust and maintain strong client relationships in a virtual environment. These skills and qualities are essential for providing effective financial guidance and ensuring client satisfaction while working remotely.

What is the difference between Remote Orion Advisor vs Remote Financial Advisor?

AspectRemote Orion AdvisorRemote Financial Advisor
CredentialsFINRA Series 7, 63/65/66, CFP (preferred)CFP, Series 7, 63/65/66
Work EnvironmentClient-facing, financial planning platforms, remoteClient-facing, financial planning, remote
Industry UsageFinancial services, investment firmsFinancial services, independent or firm-based
Search & Comparison IntentUnderstanding platform-specific rolesGeneral financial advising roles

The Remote Orion Advisor typically works within Orion's platform, focusing on investment management and client portfolios, often requiring specific platform knowledge. The Remote Financial Advisor has a broader role, providing comprehensive financial planning and advice across various platforms. Both roles require similar certifications and work remotely, but their focus and platform usage differ.

More about Remote Orion Advisor jobs
What cities are hiring for Remote Orion Advisor jobs? Cities with the most Remote 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 Remote Orion Advisor jobs? States with the most job openings for Remote Orion Advisor jobs include:
What job categories do people searching Remote Orion Advisor jobs look for? The top searched job categories for Remote Orion Advisor jobs are:
Remote Orion Advisor jobs near you
Infographic showing various Remote Orion Advisor job openings in the United States as of June 2026, with employment types broken down into 96% Full Time, and 4% Contract. 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.
Billing Specialist

Billing Specialist

Signal Advisors

Remote

$19.75 - $26.50/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 2 days ago

Job description

Signal Advisors is on a mission to solve the retirement crisis. 69% of Americans do not work with a financial advisor today, and only a quarter have a financial plan. Our team is reimagining a 60-year-old industry-bringing new technologies, comprehensive services, and an inspired vision to financial advisors. Supported by our incredible investors, we've grown from a small Detroit-based team in 2020 to over 120+ team members dispersed across the country.
We are: Empowering Leaders. Client Advocates. Entrepreneurial Champions.
Our team is a blend of industry experts and technologists building a better business, together. We're in it for the long haul. Are you looking to be part of a dedicated, dispersed team where you can architect your impact and shape the company's vision? Join us at Signal!
THE JOB
We're a small but mighty team powering the billing engine behind a growing number of financial advisors and wealth management firms. We are seeking a Billing Specialist to serve as a subject matter expert and lead of the day-to-day execution of comprehensive billing operations for a diverse portfolio of RIA (Registered Investment Advisor) and TAMP (Turnkey Asset Management Platform) clients within our billing department.
In this role, you will own the end-to-end billing lifecycle for our most complex RIA and TAMP clients. You'll be expected to not only execute but to innovate, identifying systemic inefficiencies, architecting scalable workflows in Orion, and ensuring our "billing engine" runs with surgical precision. We need a proactive doer, who anticipates roadblocks before they occur and can translate complex financial data into actionable insights for our firm partners.
WHAT YOU'LL GET TO DO
  • Lead the execution of comprehensive billing cycles for high-net-worth and multi-entity RIA/TAMP portfolios, ensuring absolute accuracy and regulatory compliance.
  • Serve as the internal Orion power-user; architecting complex fee structures, automating tiered billing schedules, and optimizing platform configurations to support firm growth.
  • Design and implement rigorous data integrity frameworks and "zero-defect" reconciliation processes to catch anomalies across platforms.
  • Lead the billing onboarding for large-scale firm migrations, translating intricate advisory agreements into functional billing logic.
  • Continuously evaluate our tech stack (Orion, CRMs, and Reporting tools) to streamline workflows, reduce manual intervention, and increase departmental throughput.
  • Act as the primary point of escalation for complex billing discrepancies, providing professional, high-touch support to financial advisors.
  • Partner with Finance, Compliance, and Operations leadership to align billing practices with industry regulations (SEC/FINRA) and internal revenue goals.

WHAT WE'RE LOOKING FOR IN TEAM MEMBERS
  • A collaborative spirit with a proven ability to work effectively across different internal teams (finance, operations, client service).
  • High adaptability and agility to thrive in a continuously evolving start-up environment.
  • The "Process Architect" Mindset: You don't just follow a checklist; you build a better one. You are driven by efficiency and scalability.
  • Advanced Problem-Solving: You thrive on "un-breaking" complex data issues and can navigate ambiguous billing scenarios with poise.
  • Ownership & Accountability: You treat our clients' revenue as if it were your own, with a radical commitment to accuracy and deadlines.
  • Strategic Communication: You can distill complex fee calculations or technical platform hurdles into clear, professional narratives for stakeholders.

WHAT YOU HAVE
  • 5+ Years of Experience in RIA or TAMP billing operations, specifically within a high-volume or multi-firm environment.
  • Deep, hands-on experience with Orion Advisor Tech (or similar enterprise platforms like Addepar/Black Diamond) is non-negotiable. You should be comfortable with fee-file audits, representative mapping, and custom report building.
  • Expert-level proficiency in Excel/Google Sheets (Vlookups, Index/Match, Array Formulas, and Data Visualization).
  • Strong written and verbal communication skills for client and internal interactions.
  • Demonstrated ability to prioritize tasks, manage multiple deadlines, and maintain exceptional organization.
  • Keen attention to detail and a high level of accountability for financial data accuracy.
  • Self-driven and able to stay focused and productive in a remote work environment without constant supervision.
  • A strong understanding of SEC billing regulations, including fee-flow transparency and "Custody" implications.
  • Proven ability to manage large-scale projects (like annual audits or platform migrations) alongside recurring monthly/quarterly billing cycles.

WHAT WE VALUE @ SIGNAL
These are the values that drive how we operate and make decisions.
We're obsessed with finding a better way. Never settle for less.
We act with a sense of urgency. We use our best judgment to act urgently on the right things at the right time.
We raise our level of awareness. Everything starts with awareness. We're curious and alert to what is happening around us.
We find inches everywhere around us. There are thousands of opportunities to make an impact. We take those opportunities and act.
We do the right thing. Sticking to the highest standard of integrity is not optional.
We have strong opinions, loosely held. It's not about WHO is right, it's about WHAT is right.
Simplicity is Genius. Simplicity doesn't just clarify; it makes things better for everyone. It's that simple.
Ideas are valued, execution is worshiped. Great ideas get you to the 50-yard line; outstanding execution gets you into the end zone.
We are the "they". There is no "they". We are empowered to fix things, to be proactive, to find a solution.
We launch big ideas and then obsess over feedback to learn how we can make it even better.
COMPENSATION & BENEFITS
The US base salary for this full-time position is determined by role, level, and location. Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data.
In addition to salary, our team members benefits include:
  • Medical, vision, and dental coverage
  • FSA or HSA-eligible health plans
  • 3% 401(k) company contribution with no vesting period
  • Parental leave
  • Learning & Development stipend
  • Wellness programs
  • Flexible PTO Policy
  • 10 company-wide holidays
  • $500 for your home office setup
  • Remote friendly company
  • Annual all-company retreat
  • Competitive equity package based on on role and level

Our company is committed to building a team that represents the many dimensions of diversity. We know underrepresented groups have been systematically excluded from certain spaces, and we strongly encourage you to apply in honor of the background and identities you embody, including location, background, race, gender, sexual orientation or any other personally defining attribute. We're imperfect communicators, so think of our job postings as just the start of the conversation. Take the leap - you might just be the perfect person for one of our open roles, even if you don't fully match the job description.

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