Orion Advisor Solutions

Investment Strategist

Orion Advisor Solutions

17 days ago
Greater Philadelphia Area
Onsite
Full Time
Junior
0 applicants
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Orion Advisor Solutions
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About this role

An Investment Strategist at Orion develops investment strategies, provides asset allocation recommendations, and supports portfolio management activities. They collaborate with financial advisors, create tailored investment proposals, and maintain knowledge of investment products and services.

Skills

Qualifications

Bachelor's Degree in Finance or EconomicsSeries 65 LicenseSeries 7 and 66 LicensesCFA or CFP Designation
Orion Advisor Solutions

About Orion Advisor Solutions

orion.com

Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.

About Orion Advisor Solutions

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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