Origin
EMEA | Origin Network Planner
Remote (United States) · Remote · Internship · Posted Mar 17, 2025
- Experience
- Minimum of 5 years of experience as a CFP®.
About the job
Provide Origin members with personalized financial recommendations and advice to help them understand their finances and reach their goals.
What you'll do
- Create customized financial recommendations based on members’ goals.
- Build and maintain member relationships through meetings, messages, service, and addressing financial concerns.
- Stay current on Origin’s offerings and training, and ensure compliance with regulations, privacy, and data-security standards.
What they ask for
- At least 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 hold conversations remotely, online.
Model-written summary · the original posting is authoritative