Origin Network Planner

About the Company

Origin is reimagining wealth management by making it accessible and affordable to all. 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.

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, and providing exceptional service
• Product Knowledge and Training: Maintain a deep understanding of Origin’s offering and tools
• Compliance and Regulatory Compliance: Ensure compliance with industry regulations and standards, including member privacy and data security

Requirements

• Minimum of 5 years of experience as a CFP®
• Ability to take a holistic approach to financial advice
• Excellent communication skills
• Ability to build strong relationships and conversations through a remote, online environment