Orr Financial Group
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 77904-1757. 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 amanda@orrfinancialgroup.com. Let’s build wealth together Role Description
This is a full-time hybrid role for a Portfolio Manager. The role is based in Victoria, TX, with some work from home flexibility. The Portfolio Manager will be responsible for managing client portfolios, conducting financial analysis, making investment decisions, and executing trades. The role includes regular monitoring of investment performance, rebalancing portfolios, and advising clients on financial strategies. Qualifications
Strong Analytical Skills for evaluating financial data and investment opportunities Expertise in Finance, including knowledge of various financial instruments and markets Experience in Portfolio Management, including asset allocation and risk assessment Knowledge of Investments and skills in Trading Excellent communication and interpersonal skills Ability to work independently and as part of a team Relevant certifications such as CFA or CFP are a plus Bachelor's degree in Finance, Economics, or related field
#J-18808-Ljbffr
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 77904-1757. 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 amanda@orrfinancialgroup.com. Let’s build wealth together Role Description
This is a full-time hybrid role for a Portfolio Manager. The role is based in Victoria, TX, with some work from home flexibility. The Portfolio Manager will be responsible for managing client portfolios, conducting financial analysis, making investment decisions, and executing trades. The role includes regular monitoring of investment performance, rebalancing portfolios, and advising clients on financial strategies. Qualifications
Strong Analytical Skills for evaluating financial data and investment opportunities Expertise in Finance, including knowledge of various financial instruments and markets Experience in Portfolio Management, including asset allocation and risk assessment Knowledge of Investments and skills in Trading Excellent communication and interpersonal skills Ability to work independently and as part of a team Relevant certifications such as CFA or CFP are a plus Bachelor's degree in Finance, Economics, or related field
#J-18808-Ljbffr