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
| Location | San Francisco, California |