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Origin · 9 hours ago

APAC | Origin Network Planner

United States

Part-time

Remote

Senior Level

5+ years exp

Origin is a company reimagining wealth management by making it accessible and affordable to all. The role of Origin Network Financial Planner involves providing personalized financial recommendations and advice to members from various backgrounds to help them reach their financial goals.

Financial Services

Growth Opportunities

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, 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