Americas | Planner Networking

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 you'll do

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