US | Origin Network Planner

Origin; United States; Remote; USD 40,000 - 68,000; Part time

Benefits offered by this job

Hourly rate

Flexible hours

Job summary

Origin is transforming wealth management by offering accessible, affordable financial planning. As an Origin Network Financial Planner, you will work with members from graduates to executives, delivering personalized advice to help them reach financial goals.

This role emphasizes remote engagement, strong communication, compliance, and a holistic approach to planning, with flexible, part-time hours and an hourly rate.

Qualifications

• Must have CFP® with at least 5 years of experience.
• Ability to provide holistic, personalized financial advice.
• Excellent verbal and written communication with clients.
• Comfort delivering guidance remotely in an online environment.

Responsibilities

• Create customized financial plans tailored to members' goals.
• Build and nurture ongoing relationships through meetings and messages.
• Develop knowledge of Origin’s offerings and tools to advise members.
• Ensure compliance with industry regulations and data privacy standards.

Skills

Communication skills

Relationship building

Holistic financial planning

Remote client service

Education

Certified Financial Planner (CFP®)

Job description

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. That stress is exacerbated in the current economic environment, which is presenting people with once-in-a-generation financial challenges. Origin is tackling this problem head on by expanding access to financial planning for those who have historically been boxed out due to high barriers to entry. Our product simplifies finances for individuals making it easy to manage spend and investments, get expert advice, and take action to hit financial goals. We are a fast-paced startup in the series B round, led by repeat founders and backed by leading VC firms like Founders Fund, Felicis, and General Catalyst.

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 Origin al and join us on this journey! Originally posted on Himalayas