As an Advisor Consultant, you will be responsible for serving as a strategic partner in developing and maximizing business relationships in an assigned territory for Orion. This individual will also be responsible for increasing recruitment and sales activity in partnership with the external. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
For External Candidates
Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Berwyn, PA; Sacramento, CA; Hebron, KY; Chandler, AZ; Provo, UT; or Idaho Falls, ID.
For Internal Candidates
All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.
In This Role, You’ll Get To
Work closely with the territory team to develop and execute an appropriate business plan to maximize territorial sales
Develop relationships with Financial Advisors, industry partners and contacts to help develop their business
Make proactive outbound calls to investigate potential sales
Schedule quality appointments weekly for external wholesalers to meet with producing or potentially producing RIA's
Provide website tours to promote company products and services
Assist RIA in analyzing information regarding their client's financial information and history to recommend and determine appropriate investment strategies to meet their needs
Serve as a product expert on our client-specific asset allocation portfolio solutions
Assist sales and marketing teams in developing an effective strategy
We’re Looking For Talent Who
Has one year of customer service or inside sales experience
Has experience working within the Financial Services industry
Possess a Bachelor's degree in Business Administration, Finance or related field
Current Series 65/66 or ability to obtain within 30 days of employment. The first 30 days of employment would be spent studying. Orion will pay for the materials your first try. If you are unable to pass the Series 65/66 exam your first try, you will have one more time to take the test. If you do not pass your 2nd time, employment in this position will be terminated.
Obtain Orion Industry Certification
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
About Us
As One-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness to disrupt ourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA – we innovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to win that drives Orion’s success and powers success for our clients and everyone at Orion.
Unique offerings include healthcare benefits start on Day 1, student loan repayment, paid parental leave, paid sabbaticals, free access to best-in-class financial planning, "PAWternity" leave, rewards and recognition, and more.
Seniority level
Entry level
Employment type
Full-time
Job function
Sales and Business Development
Industries
Financial Services
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