Portfolio Manager

Orr Financial Group is a boutique independent financial advisory firm specializing in advanced financial, retirement, business, and estate planning. Securities and investment advisory services are offered through LPL Financial, a registered investment advisor and Member FINRA/SIPC. Our office is located at 1101 Salem Rd., Suite E, Victoria, TX 77904.

We are a relationship-driven firm that values thoughtful planning, long-term client partnerships, and a collaborative team environment. We are currently seeking an experienced Financial Advisor / Portfolio Manager to help manage client relationships, oversee portfolios, and support our growing practice.

Orr Financial Group is a boutique independent financial advisory firm specializing in advanced financial, retirement, business, and estate planning. Securities and investment advisory services are offered through LPL Financial, a registered investment advisor and Member FINRA/SIPC. Our office is located at 1101 Salem Rd., Suite E, Victoria, TX 77904.

This position combines portfolio management, client advisory, and administrative oversight. You will serve as a key point of contact for clients while working closely with firm leadership to implement, monitor, and refine client investment and financial strategies.

This is a hybrid role based in either Victoria, TX or Nashville, TN, with flexibility for in-office or remote work for the right candidate. Compensation is salary plus profit‑sharing.

• 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

• 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

• Boutique firm with a personalized, high‑touch client experience
• Collaborative, supportive team culture
• Competitive salary plus profit‑sharing
• Flexible hybrid work environment
• Opportunity to have a meaningful impact on clients’ financial futures

Please email your resume to

Let’s build something meaningful—together.