Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 3 days ago

Wealth Advisory Onboarding and Transition Analyst

Orion14 open roles

Where
Greater Omaha Area
Work mode
Hybrid
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowWealth Advisory Onboarding and Transition AnalystOrion · Greater Omaha Area

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Orion's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. Orion postings stay open a median of 17 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: posted 3 days ago

Orion median: 17 days open

The posting

About This Job Opportunity: As a Wealth Advisory Onboarding Associate you will provide back-office support to financial advisors on behalf of Wealth Advisory. Specific duties will include, but not be limited to, the completion of paperwork to facilitate the transfer of assets, sending DocuSign requests to obtain authorized signatures, and completing administrative projects in support of the Wealth Advisory team. The Onboarding Associate will need to work independently while supporting members of the Wealth Advisory team. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations.

Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.

Essential Functions of the Job

  • Serve as a key point of contact to new wealth management teams throughout their transition and integration into Orion
  • Drive the end-to-end client onboarding process to include but not limited to; pre-fill and review new account paperwork, initiates and submits new account and account transfer requests, completes post account setup requirements, conducts a thorough final sign-off to ensure timely and accurate results
  • Provide disbursement and account maintenance client servicing support to new wealth management teams throughout their transition
  • Provide direct training support on certain systems, policies, and procedures
  • Research and responds to daily servicing, operational, and wealth management related inquiries to ensure timely, accurate and detailed responses are provided
  • Coordinate pre-arrival setup logistics to include but not limited to; order/confirm office supplies and marketing materials are stocked and current; check scanners and time stamps are available, order business and announcement cards, entry badges and parking passes are prepared, office and technology setup is complete, etc.
  • Provide back-office and administrative support to the Wealth Advisory team by assisting with paperwork population and providing statuses of new account and cashiering items
  • Review and work to improve current processes and procedures of the Wealth Advisory team
  • Provide feedback to the team for continued improvements
  • Provide status updates to management as required
  • Assist in project work as needed

We're looking for talent who:

  • Ability to multi-task while maintaining careful attention to detail
  • Ability to work effectively both individually and within a team environment
  • Ability to work with a sense of urgency to meet deadlines and address competing priorities
  • Minimum of a Bachelor’s degree in Business, Finance, or related field
  • Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
  • Minimum 3 years of back-office experience preferred within the financial services industry.

#LI-AP1

#LI-Onsite

#LI-Hybrid

Recommended Skills:

Client-Centric, Effective Communication, Innovation, Onboarding, Technical Proficiency, Time Management, Wealth Advisory Services, Work Collaboratively

Salary Range:

$23.57 - $34.20

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Orion's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Orion's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Orion's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.