Wealth Management Advisor

Company Description Orange Investment Advisors, Inc. (OIA) is an SEC Registered Investment Advisor with offices in Goshen and White Plains, NY, serving individuals, corporations, foundations, endowments, and non-profits. With approximately $1.5 billion in assets under management, OIA plays a significant role in supporting the financial well-being of clients across the New York tri-state area and beyond. Guided by the mantra “Deliberate investing. Intentional value.”, the firm focuses on creating portfolios tailored to each client’s goals and values. In partnership with its sister company, Orange Bank and Trust, OIA offers clients a holistic approach to managing their financial lives, from banking to long-term investment strategies. Additional information and disclosures can be found at Role Description The Wealth Management Advisor is a full-time, on-site role. This position is responsible for providing comprehensive financial guidance to clients, including assessing their goals, risk tolerance, and overall financial situation. Day-to-day activities include developing and implementing wealth management strategies, constructing and reviewing investment portfolios, and delivering retirement and financial planning solutions. The advisor will meet regularly with clients, prepare and present recommendations, monitor account performance, and adjust strategies as needed in response to market conditions and life changes. In addition, the role involves collaborating with Orange Bank and Trust colleagues, ensuring regulatory and compliance standards are met, and contributing to business development through client relationship management and referrals. Qualifications Demonstrated expertise in Financial Planning and Retirement Planning to help clients define goals and create comprehensive, long-term plans. Strong knowledge of Investments and Finance to construct, evaluate, and manage diversified portfolios aligned with client objectives. Experience delivering Wealth Management Services, including asset allocation, risk management, tax-aware strategies, and estate planning coordination. Relevant professional credentials such as Series 65, CFP®, CFA®, ChFC®, or similar, or progress toward such designations. Bachelor’s degree in Finance, Economics, Business, or a related field; advanced degree is a plus. Proficiency with financial planning software and portfolio management tools, and strong analytical and quantitative skills. Excellent communication, interpersonal, and relationship-management abilities, with a client-centric approach and high ethical standards. Ability to work on-site, collaborate effectively with internal partners, and manage multiple client engagements simultaneously. #J-18808-Ljbffr