Position at Orion Portfolio Solutions

Do you have proven sales experience in the financial services industry and want to be part of a growing organization?

Candidates must live in the territory. States included in the territory are WA,OR,ID,MT,WY,UT,HI.

Orion Portfolio Solutions is a leading provider of investment, reporting and service solutions. We are a Turnkey Asset Management Program (TAMP) that provides unparalleled service, allowing financial advisors to focus on building their client relationships.

What you will do:

Promote managed account platform to Independent Financial Advisors and Registered Investment Advisors

Increase sales within region by developing, qualifying and maintaining new and existing relationships through various territory management activities. 

Develop, implement and execute territory sales plans resulting in increase in sales of both core and qualified plan assets, as well as retention and nurturing of existing clients


What you need:

Five or more years of experience in a field-based territory sales position selling financial services offerings to Registered Representatives, TPAs, etc.

Bachelor's degree in Business Administration or related field required

Series 65 license

Excellent knowledge of financial services offerings and company policies and procedures, including advanced knowledge of  Registered Investment Advisory/Wealth Management Practice management initiatives


What we offer:

Enjoy day one benefits, generous PTO, extra paid holidays, and the opportunity to grow a territory. If you love meeting new people, developing relationships and enjoy being challenged, apply today so we can talk!