Origin Network Planner

Working Nomads; United States; Remote; USD 80,000 - 100,000; Part time

Job summary

A financial advisory firm is seeking an Origin Network Financial Planner to build relationships and provide personalized financial recommendations to members. The ideal candidate will have at least 5 years of experience as a CFP®, a holistic approach to financial advice, and strong communication skills in a remote environment. This part-time role offers flexibility and an hourly rate. Join us to help simplify finances for everyone.

Qualifications

• Minimum of 5 years of experience as a CFP®.
• Ability to provide financial advice in a holistic manner.
• Skills in building strong relationships remotely.

Responsibilities

• Create customized financial recommendations based on member goals.
• Maintain strong relationships with members through effective communication.
• Ensure compliance with industry regulations.

Skills

Financial planning expertise

Relationship building

Compliance knowledge

Education

CFP® certification

Job description

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

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 iswhowe 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 tobecome an Original and join us on this journey!