Orion
Performance Reporting • Trading/Rebalancing • Tax lot accounting • Advisory Fee Billing • Portfolio Management System
1001 - 5000
Growth Consultant
Yesterday
Orion
Performance Reporting • Trading/Rebalancing • Tax lot accounting • Advisory Fee Billing • Portfolio Management System
1001 - 5000
Description
• Responsible for representing Orion in sales efforts to promote its managed account platform • Execute territory sales plans through virtual and in-person strategies • Works closely with Senior Advisor Consultants in the territory • Supports sales pipeline to meet agreed upon sales goals • Attends ongoing training to maintain current knowledge of all markets and industry developments
Requirements
• A bachelor's degree in business administration or a related field • Series 65 required • A minimum of 5 years of experience in a sales position selling financial services offerings • A minimum of 2 years of experience building and maintaining a customer account base • Prior work experience in the financial planning industry (preferred) • Ability to obtain our Orion Industry Certification
Benefits
• Healthcare benefits start on Day 1 • Student loan repayment • Paid parental leave • Paid sabbaticals • Free access to best-in-class financial planning • PAWternity leave • Rewards and recognition • More
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