Origin · 3 days ago
US | Origin Network Planner
United States
Part-time
Remote
Senior Level
5+ years expOrigin is a startup focused on making wealth management accessible and affordable. As an Origin Network Financial Planner, you will provide personalized financial recommendations and advice to members, helping them achieve their financial goals.
Financial Services
Responsibilities
Create financial plans: Publish customized financial recommendations specific to the members’ goals
Build relationships with members: Build and maintain strong member relationships through meetings, answering messages, providing exceptional service, and addressing their financial concerns
Product Knowledge and Training: Have a deep understanding of Origin’s offering and tools, while staying up to date on our training
Compliance and Regulatory Compliance: Ensure compliance with industry regulations and standards, including member privacy and data security
Qualification
Required
Minimum of 5 years of experience as a CFP®
Ability to have a holistic approach to financial advice
Excellent communication skills
Create strong relationships and conversations through a remote, online environment
Benefits
Hourly rate
Part-time role with flexible hours
Company
Origin
Origin is your personal AI financial advisor.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Matt Watson
Founder | CEO
Justine J.
Executive Assistant To Chief Executive Officer
Recent News
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