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Remote Orion Advisor Jobs (NOW HIRING)

RIA Recruiting

Client Service Associate (Remote)

Seattle, WA · Remote

$80K - $100K/yr

Northern Lights Advisors is a growing financial planning firm with offices located in Seattle, WA ... Run reports and proposals in Orion Requirements: * 3 years of financial services experience * Adept ...

Triad Partners

Wealth Operations Manager

Lawrence, KS · On-site +1

... and advisor service requests * Ensure consistent execution of processes with a strong focus on ... Drive adoption of systems and tools such as Salesforce and Orion to improve workflow efficiency

RIA Recruiting

Client Service Operations Associate

$80K - $100K/yr

We are seeking a permanently remote Client Service Operations Associate to join our team. If you'd ... Wealthbox, Schwab, Altruist, eMoney, Orion, PreciseFP, Nitrogen * Ability to prioritize tasks ...

Mercer Advisors

Senior Research Manager

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families ... Microsoft Fabric) and data visualization tools; experience with Orion, Custom Direct Indexing, a ...

Mercer Advisors

Senior Research Manager

Denver, CO · On-site +1

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families ... Microsoft Fabric) and data visualization tools; experience with Orion, Custom Direct Indexing, a ...

World Insurance Associates LLC

Data Analyst

Iselin, NJ · On-site +1

$95K - $110K/yr

... g., Orion, Tamarac, Black Diamond) is a plus. * Excellent communication skills and ability to ... Remote Work Opportunity About World Investment Advisors World Investment Advisors (formerly ...

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Remote Orion Advisor information

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How much do remote orion advisor jobs pay per hour?

As of Aug 8, 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 is a Remote Orion Advisor?

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 August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.

UHNW Operations Consultant (Remote)

Wealth Enhancement Group

Remote

$120K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 23 days ago

Job description

About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
We have an exciting opportunity for a UHNW Operations Consultant Lead! This senior-level role provides operational leadership, advanced portfolio accounting expertise, and customized performance reporting support for Wealth Enhancement Group's most complex ultra high net worth (UHNW) client relationships. You will play a central part in designing, executing, and continuously improving tailored reporting solutions for multi-entity households, trusts, partnerships, foundations, and alternative investments. This is a key position in an evolving UHNW service model.
This is a Remote position.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $120,000 to $150,000, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.
Primary Job Functions
Ultra High Net Worth Client Support
  • Partner with UHNW Relationship Managers, Financial Advisors, product teams, and operations partners to support bespoke UHNW client needs
  • Serve as the primary operational and performance reporting lead for complex UHNW client relationships, including multi-entity households, trusts, partnerships, foundations, closely held assets, alternative investments, and personal accounts
  • Deliver high-touch internal support for time-sensitive, client-impacting requests
  • Serve as a senior subject matter expert and escalation point for complex UHNW operational, portfolio accounting, and performance reporting matters

Performance Reporting and Custom Report Creation
  • Perform detailed analysis of investment performance data
  • Lead the design, implementation, and ongoing refinement of scalable UHNW performance reporting frameworks
  • Create and maintain highly customized reports, including consolidated performance, entity-level reporting, net worth summaries, and asset allocation views
  • Build and enhance reporting templates tailored to UHNW clients and evolving client needs
  • Design, test, and refine reporting structures within Orion, including workflows for handling complex, multi-entity, and alternative investment data
  • Identify system limitations and develop creative, manual, or interim solutions to deliver accurate and timely reporting
  • Troubleshoot performance discrepancies and collaborate with internal teams to resolve issues
  • Educate advisors on performance calculations, benchmarks, and reporting methodologies

Alternative Investment and Manual Account Maintenance
  • Oversee setup and maintenance of alternative investments and manually maintained accounts within Orion and related systems
  • Convert valuation and transaction data into portfolio accounting system templates
  • Support development of repeatable processes for incorporating alternative and illiquid investments into reporting outputs
  • Troubleshoot account setup, valuation, and reporting issues across complex client structures

Other Projects and Cross-Functional Support
  • Play a central role in building and evolving the UHNW operations and reporting function, including defining best practices, workflows, and scalable processes
  • Serve as a key contributor to the ongoing development and optimization of Orion for UHNW use cases, including data structure, account configuration, and reporting capabilities
  • Act as a senior liaison between UHNW Relationship Management, Advisors, Investments, Product, Operations, and Technology to translate complex client needs into reporting, data, and workflow solutions
  • Provide guidance, training, and subject matter expertise to advisors and internal partners on UHNW reporting capabilities, limitations, and best practices
  • Lead cross-functional operational improvement initiatives related to UHNW reporting, alternative investments, data integrity, and service delivery
  • Cross-train and provide support across Operations as needed
  • All other duties as assigned.

Education/Qualifications
  • Bachelor's degree (or equivalent experience) preferred
  • Minimum of 8 years of experience in financial services operations, investment reporting, portfolio accounting, family office operations, private wealth, or UHNW client service
  • Minimum of 3 years of direct experience supporting UHNW, family office, institutional, or complex multi-entity client relationships
  • Strong experience with portfolio accounting and performance reporting systems (such as Addepar and Orion Advisor Technology)
  • Deep understanding of portfolio accounting, performance calculation methodologies, benchmark application, cash flow treatment, reconciliation, manual asset valuation, and consolidated reporting across multiple entities
  • Demonstrated experience working in environments with incomplete systems or data, with the ability to build processes and solutions from scratch
  • Ability to identify, research, and resolve complex performance discrepancies involving alternative investments, illiquid assets, manual accounts, multi-custodian data, and non-standard reporting structures
  • Advanced proficiency in Microsoft Excel
  • Salesforce or CRM experience preferred
  • Strong analytical, organizational, and problem-solving skills
  • Excellent written and verbal communication skills
  • Ability to work independently and collaboratively in a fast-paced environment

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $104,800.00- $157,200.00. However, the base salary range bolded above ($120,000 to $150,000) is what we expect to pay as a starting range for this position.
#LI-REMOTE
#LI-NR1
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
  • Training and professional development
  • Medical, dental and vision coverage (Available to full-time employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance - employer paid and voluntary options
  • Short-term and long-term disability, workers compensation - employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

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