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Perform all aspects of portfolio management to meet client objectives, while maintaining existing client relationships and developing new business.

Manage client portfolios to meet investment objectives and execute the firm's investment philosophy.
Oversee the client lifecycle, including building client resumes, evaluating risk, establishing goals, creating investment plans, and monitoring investments.
Deepen existing client relationships by consolidating assets and positioning firm resources as part of the Trusted Advisor continuum.
Adhere to all compliance mandates, including client reviews and documentation of interactions.
Utilize relevant order management and Client Relationship Management technologies.
Grow assets under management through increased share of wallet and new client inflows, while focusing on retention.
Collaborate within the Wealth Advisor team structure to serve existing clients and develop new business.
Represent Orange Investment Advisors within its geographic footprint.
Maintain client confidentiality and trust.
Absorb large amounts of information and communicate opinions/advice to the Investment Policy Committee and clients.
Develop strategies to mitigate risk in client portfolios.
Make decisions that can have long-term effects on firm reputation and client satisfaction.
Communicate regularly with management, colleagues, and clients.
Prudently manage a miscellaneous expense budget.

Bachelor’s Degree
Series 65/66
3-5 years of experience in the financial industry
Ability to work effectively in a team environment and independently.
Ability to meet deadlines and work in a fast-paced environment.
Proven track record of multi-tasking with a strong sense of urgency.
Detail-oriented and organized with excellent follow-up, written and verbal skills.
Ability to apply required regulatory and policy requirements when making decisions.
Ability to work collaboratively and communicate ideas clearly.
Flexibility to work additional hours including nights, weekends and holidays, as required.
Proficiency in all aspects of technology.
Frequently required to sit for prolonged periods of time.
Frequently required to talk and hear.
Normal range of vision and hearing abilities required.
Mobility required greeting and assisting employees and visitors.
Frequently required to skillfully operate a computer, telephone and other standard office equipment.
Travel between locations.
Occasionally travel outside of work location to attend meetings and training programs.
Occasionally lift and/or move up to 20 pounds.

Orange Investment Advisors, Inc. is committed to a policy of Equal Employment Opportunity.

Will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.
Individuals who are differently abled may be entitled to a reasonable accommodation.

Managed Solutions Advisor at Orange Bank & Trust Company

Managed Solutions Advisor