Orr Financial Group · 1 week ago
Financial Advisor / Portfolio Manager
Victoria, TX
Full-time
Hybrid
Senior Level
5+ years expOrr Financial Group is a boutique independent financial advisory firm specializing in advanced financial, retirement, business, and estate planning. They are currently seeking an experienced Financial Advisor / Portfolio Manager to help manage client relationships, oversee portfolios, and support their growing practice.
Financial ServicesInsurance
Hiring Manager
Steve Orr
Responsibilities
Manage client investment portfolios and assist in developing customized financial strategies
Conduct portfolio reviews and financial planning meetings with clients
Provide guidance across investments, insurance, retirement, tax-aware strategies, and cash management
Analyze client risk tolerance, goals, and financial data to build long-term plans
Monitor portfolios and make recommendations to keep clients aligned with their objectives
Prepare and review client reports, proposals, and performance summaries
Support compliance and documentation requirements in coordination with LPL Financial
Serve as a trusted advisor and primary relationship manager for assigned clients
Assist with operational and administrative aspects of account servicing and client onboarding
Stay informed on market trends, investment products, and financial planning strategies
Qualification
Required
5+ years of experience in financial advising, portfolio management, or wealth management
Active Series 7 and Series 66 (or Series 63 & 65) registrations, or ability to obtain within 90 days
Clean U4 and strong compliance history
Proven ability to provide sound, data-driven financial guidance
Strong communication skills with the ability to explain complex financial concepts clearly
High attention to detail and strong organizational skills
Comfort working in both client-facing and administrative/operational capacities
Experience with CRM, portfolio management systems, and financial planning software
Benefits
Competitive salary plus profit-sharing
Flexible hybrid work environment
Opportunity to have a meaningful impact on clients’ financial futures
Company
Orr Financial Group
Orr Financial Group is a national financial advisory firm headquartered in Victoria, TX.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase