Orr Financial Group
Financial Advisor / Portfolio Manager
Orr Financial Group, Victoria, Texas, United States, 77904
About Orr Financial Group
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.
The Role 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.
What You’ll Do
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
What We’re Looking For
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
Why Orr Financial Group
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
To Apply Please email your resume to Steve@orrfinancialgroup.com
Let’s build something meaningful—together.
#J-18808-Ljbffr
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.
The Role 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.
What You’ll Do
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
What We’re Looking For
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
Why Orr Financial Group
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
To Apply Please email your resume to Steve@orrfinancialgroup.com
Let’s build something meaningful—together.
#J-18808-Ljbffr