Origin Network Planner

THE 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 communication skills

• Create strong relationships and conversations through a remote online environment

WHAT WE OFFER

• Hourly rate

• Part-time role with flexible hours

ORIGINALS

Fulfilling our mission is only possible with a diverse team that breathes for excellence and is hugely committed to making money simple for everyone everywhere.

As a team we are obsessed with delivering the best solution possible to our members through an elegant and self-guided experience. We know that building a product of this magnitude requires from us tons of creativity autonomy and flexibility to move fast and embrace uncertainties with ownership. This is who we daily pursue to be!

To embrace talented people like this and provide the necessary resources to achieve their best versions we believe in the power of a healthy environment where each person is valued for who they are and have clear goals and expectations for the future they can build within the company. Each person here is seen as a key player in our team.

Our environment is diverse with excellent people and equal opportunities. We believe in the power of the individuality and uniqueness of each of us to make our team even more powerful.

We are building an outstanding solution and here is an invitation for you to become an Original and join us on this journey!