Field-Based RIA Wealth Solutions Growth Consultant - West Territory
orion advisor technologyLehi (UT)
Field-Based RIA Wealth Solutions Growth Consultant - West Territory
Posted today
orion advisor technologyLehi (UT)
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelPortfolio Management and Investment Advice
SENIORITY
Senior
About the role
Orion Advisor Technology, LLC is seeking a field-based Business Development Consultant for the West Territory. The role focuses on growing Orion Wealth Solutions with independent and hybrid RIAs, driving inflows, retention, and broader solution adoption.
Based in the western territory, the consultant travels 50-60% to meet RIA owners, executives and advisors, coordinating with internal teams to transition firms and expand asset growth across Wealth Solutions.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.