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Remote Orion Advisor Jobs in California (NOW HIRING)

Orion Placement

Litigation Attorney

Irvine, CA · On-site +1

$200K - $250K/yr

Enjoy a remote-first work arrangement with the flexibility to occasionally meet or work from the ... Advise clients regarding legal strategies, risks, options, and practical solutions. * Handle ...

All JobsOrion Advisor JobsRemote Orion Advisor JobsRemote Orion Advisor Jobs in California

Remote Orion Advisor information

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.

What are the most commonly searched types of Orion Advisor jobs in California?

The most popular types of Orion Advisor jobs in California are:

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

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

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

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

What cities in California are hiring for Remote Orion Advisor jobs?

Cities in California with the most Remote Orion Advisor job openings:

Remote Orion Advisor jobs near you
Infographic showing various Remote Orion Advisor job openings in California as of August 2026, with employment types broken down into 86% Full Time, 11% Part Time, and 3% Contract. Highlights an 68% Physical, 4% Hybrid, and 28% Remote job distribution.

Client Service Operations Associate

Walnut Creek, CA • On-site, Remote

Leading Financial Advisory Firm
See more jobs at Leading Financial Advisory Firmexternal

$80K - $100K/yr

Full-time

Retirement, PTO

Re-posted 6 days ago

Job description

Pathwise Wealth Partners is a wealth management firm located in the Bay Area and San Diego. We are seeking a PERMANENTLY REMOTE Client Service Operations Associate to join our team. If you'd like to join wealth management team that is dedicated to its clients and be part of a small firm that is founded on generosity and giving back, this may be a good fit for you! Find out more about us at pathwise.co.
This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full-time. This position is only open to candidates in Pacific and Mountain time zones.
Compensation:
  • Salary range of $80K-100K, commensurate with relevant experience
  • Great Work/Life Balance with a Monday-Friday Schedule
  • 401(k) with company contribution
  • Generous PTO Policy & Paid Holidays
  • Professional, Rewarding, Motivating Atmosphere
  • Permanently remote position

Responsibilities include:
  • Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor oversight
  • Assist Advisors with client meeting prep and follow-up tasks
  • New client onboarding including account setup, data collection, and account transfers
  • Process account opening applications, transfer paperwork, money movements and/or other various industry-specific administrative and operational tasks
  • Own the annual client service workflows including beneficiary audit, plan update info gathering, tax doc gathering
  • Private equity administration including subscription agreements, wire requests, and distributing statements
  • We are a team that is always striving to improve our processes, and we ask our team to help identify areas for improvement.

Requirements:
  • 3 years of financial services experience and prior remote working experience. Client service experience strongly preferred.
  • Warm communication style and comfortable reaching out to clients over email and phone
  • Experience with our software is not required, but it is a plus: Wealthbox, Schwab, Altruist, eMoney, Orion, PreciseFP, Nitrogen
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Organization skills & attention to detail
  • Ability to work independently while prioritizing projects and managing your time
  • Tech savvy with ability to learn and implement new technology and software quickly
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy

The Process:
Qualified candidates will start the process with a 15-30 minute Zoom interview conducted by our recruiting consultant. If you advance in the process, you will be required to complete a Career History Form, and if you are selected to move forward, you will be invited to an interview with the team. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.

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