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 Capitals 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 clients 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 bachelors degree in Business Administration, Finance, or a related field
Has a Series 7 & 66 (or 63 and 65) license andis 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 DNAwe 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.