Financial Advisor

Company Description

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

Come join our boutique firm in Victoria, Texas—we’re hiring a sharp Portfolio Manager! Manage client investments, craft tailored strategies, and join a tight-knit team passionate about financial planning. Must have 5+ years’ experience and a Series 7 and 66 or 63 and a knack for risk analysis. Love making complex investments simple? Send your resume to  Let’s build wealth together

We are looking for an ADMINISTRATIVE FINANCIAL ADVISER to act as an intermediary between our company and customers. You will provide our clients' financial guidance and review clients' portfolios with them. The ideal candidate will be able to research the marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale. This is a hybrid position in Victoria TX.

or Nashville TN. Could be either at home or on-site with the right candidate. This is a salary plus profit sharing arrangement

• Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
• Assess client’s overall financial picture, understand their needs, and develop a solid financial plan
• Guide clients towards a profitable and secure financial decision
• Cultivate client base and build win-win relationships
• Network, generate leads where possible
• Keep abreast of new industry trends and research the market to back up financial consulting
• Oversee the course of the financial plan and update it, if necessary, to ensure profits
• Comply with all industry rules and regulations
• Liaise with providers, solicitors, and other professionals

• Proven working experience as a financial adviser, controller, planner, specialist or relevant experience
• Track record of successful financial guidance
• Ability to analyze market’s financial data and provide appropriate data-based advice
• Strong communication and presentation skills
• Accuracy, attention to detail, and the ability to explain complex information clearly and simply
• Excellent PC knowledge and ability to operate database systems
• Web page management
• Series 66 and 7 registrations or ability to receive certification within 90 days and a clean U4