EMEA Financial Planner for Members (Remote, Part-Time)

useorigin; United States; Remote; USD 83,000 - 124,000; Part time

Benefits offered by this job

Hourly rate

Part-time role with flexible hours

Job summary

Origin is a fast-growing wealth management startup that aims to make financial planning accessible to all. As an Origin Network Financial Planner, you will work with members from diverse backgrounds to understand goals and deliver personalized recommendations.

You will publish financial plans, build trusted relationships through remote meetings and messages, stay current with Origin’s tools, and ensure privacy and data security compliance. This is a part-time, remote role with flexible hours.

Qualifications

• Minimum of 5 years of experience as a CFP
• Ability to provide holistic financial advice
• Excellent communication skills
• Ability to build relationships through remote/online environment

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

Skills

CFP

Holistic advice

Excellent communication

Remote conversations

Job description

Origin is a fast-growing wealth management startup that aims to make financial planning accessible to all. As an Origin Network Financial Planner, you will work with members from diverse backgrounds to understand goals and deliver personalized recommendations.

You will publish financial plans, build trusted relationships through remote meetings and messages, stay current with Origin’s tools, and ensure privacy and data security compliance. This is a part-time, remote role with flexible hours.