Useorigin

EMEA

Remote (United States) · Part-time

Sponsorship not specifiedDetected 26 days ago

ComplianceCommunicationPublic Speaking

About 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.

Build and maintain strong member relationships through meetings, answering messages, providing exceptional service, and addressing their financial concerns
Our product simplifies finances for individuals making it easy to manage spend and investments, get expert advice, and take action to hit financial goals.

Have a deep understanding of Origin's offering and tools, while staying up to date on our training

Today, money is the [ #1 ] source of stress - more than jobs, health, and relationships combined.

As a team, we are obsessed with delivering the best solution possible to our members through an elegant and self-guided experience.
We are building an outstanding solution, and here is an invitation for you to become an Original and join us on this journey!
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.

This listing is sourced directly from Useorigin's careers page and normalized into a canonical job model.