About this Opportunity
The Senior Wealth Advisory Portfolio Consultant fosters and manages relationships with financial advisors to assist them in acquiring high-net-worth individual and institutional clients. This position will drive sales for Brinker Capital’s Wealth Advisory group by consulting with financial advisors on creating customized portfolio solutions and promoting the services available to their high-net-worth clients and prospects.
In this role, you get to:
Leverage industry background and experience to contribute to growing the client’s business.
Design customized portfolio solutions to meet the financial planning and investment objectives of high-net-worth individual and institutional clients.
Conduct individual meetings and proposal presentations in assigned territories.
Provide in-depth portfolio analysis observations.
Partner with internal and external sales teams to identify new high net worth opportunities, foster new and maintain existing relationships with financial advisors, and prospective clients.
Serve as a key liaison and subject matter expert supporting our Wealth Advisory business.
We're looking for talent who:
A minimum of a bachelor’s degree in Business Administration, Finance, or a related field
Has a Series 7 & 66 (or 63 and 65) license and is a CFA or CFP
Has a minimum of 7 years of experience in the investment industry in a Sales, Portfolio Management, Investment Research, or related role
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
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About Us
At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.
Top Skills
What We Do
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.
Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success.
Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities.
Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth.
Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses
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Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law.
Our Social Media Disclosure: https://bit.ly/3oTnWu7
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