Investment Strategist
Orion Advisor Solutions
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
About Orion Advisor Solutions
orion.comOrion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.
Recent company news
Why Orion Group Stock Dropped, Then Popped, Then Dropped Again
2 hours ago
Orion Corporation: Managers’ transactions – Hao Pan
2 days ago
View Newspaper Group sales professionals honored
1 day ago
Insider Selling: Orion Group (NYSE:ORN) Director Sells $1,095,300.00 in Stock
2 days ago
How Orion Group Holdings Inc. Common (ORN) Affects Rotational Strategy Timing
22 hours ago
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Orion Advisor Solutions.
Salary
$81k – $122k
per year
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