Advisor Growth Consultant
OrionIndiana, United States • Ohio, United States • Chicago, Illinois, United States • Michigan, United States
Posted April 29, 2026
Full Time
About the Company
At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve.
Job Description
As an Advisor Growth Consultant, you will be responsible for representing Orion in its sales efforts to promote its managed account platform to Independent Financial Advisors and Registered Investment Advisors. This position works to increase sales within region by further developing advisors with under $5 Million AUM and increasing share of wallet.
Requirements
- Bachelor's degree in business administration or a related field
- Minimum 5 years of experience in a sales position selling financial services offerings to Registered Representatives, TPAs, etc
- Minimum 2 years of experience building and maintaining a customer account base
- Prior work experience in the financial planning industry (preferred)
- Series 65 license or both Series 7 and 66 licenses