~1mo ago

APAC | Origin Network Planner

(united States)Remotemid

OtherPlanner

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Quick Summary

Key Responsibilities

Publish customized financial recommendations specific to the members’ goals Build relationships with members: Build and maintain strong member relationships through meetings, answering messages,

Technical Tools

OtherPlanner

Responsibilities

~1 min read

→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

Requirements

~1 min read

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

~1 min read

✓Hourly rate

✓Part-time role with flexible hours

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.