ORIGIN Origin is reimagining wealth management by making it accessible and affordable to all. Today, money is the [ #1 ] source of stress - more than jobs, health, and relationships combined. Backed by Sequoia.
About the role
As an Origin Network Financial Planner, you'll get to work with members from all walks of life, from the new grads starting their careers to senior leaders beginning to think about retirement and help them reach their goals. Your goal is to provide personalized financial recommendations and advice to Origin members. A successful Origin financial planner can provide our members with a deep understanding of their finances and how to use Origin to reach their financial goals .
What they're looking for
- 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
- Minimum of 5 years of experience as a CFP®
- Ability to have a holistic approach to financial advice
More about this role
Mission
As an Origin Network Financial Planner, you'll get to work with members from all walks of life, from the new grads starting their careers to senior leaders beginning to think about retirement and help them reach their goals. Your goal is to provide personalized financial recommendations and advice to Origin members.
A successful Origin financial planner can provide our members with a deep understanding of their finances and how to use Origin to reach their financial goals .
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
Must Have
- Minimum of 5 years of experience as a CFP®
- Ability to have a holistic approach to financial advice
- Excellent...
Browse similar: Startup jobs · Remote jobs