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Investment Strategist
OrionLehi, Utah, United States
Posted February 27, 2026
76995 - 115804 USD
Full Time
About the Company
Orion achieves its best work by supporting one another and staying personally accountable to clients. We create a welcoming environment where everyone is respected and valued.
Job Description
The Investment Strategist role will develop investment strategy, product selection, and asset allocation recommendations. The role will also assist in the investment management of client portfolios and communicate with financial advisors and clients as needed.
Requirements
- Minimum 3 years of investment industry experience
- Bachelor's degree
- Current Series 65 or ability to obtain within 90 days after hire
- Current CFA or ability to obtain after hire
Benefits
- Health, dental, vision, and disability coverage
- 401(k) plan with employer match
- Paid parental leave
- Pet benefits including pawternity leave and pet insurance
- Student loan repayment