Americas | Origin Network Planner
现在，钱是压力来源 - 比起工作，健康和关系总结。当前的经济环境加剧了这种压力，这使人们面临一代人一次性财务挑战.Origin 正在通过扩大那些历史上因进入高壁垒而被封闭的人来解决这个问题。我们的产品简化了个人管理支出和投资，获得专家建议并采取行动以达到财务目标的财政资源。我们是一个快速的创业公司，B 轮由重复创始人领导，并得到了像 Founders Fund,Felicis 和 General Catalyst 这样的领先风投公司的支持。作为 Origin 网络财务规划师，你将与来自各个行业的成员合作，从新毕业生开始职业生涯到高级领导者开始考虑退休并帮助他们实现他们的目标。你的目标是向 Origin 成员提供个性化的财务建议和建议。一个成功的 Origin 财务规劃员可以为我们的成员提供对其财政的深刻了解以及如何使用 Origin 来达到自己的财务目标。责任 · 建立财务计划：发布针对成员的定制财务建议目标 · 与会员建立和维护强有力的关系：通过会议，回复消息，提供优异服务以及解决他们的财务问题来建立和维持成员关系 ·产品知识和培训：对 Origin 的供应和工具深入了解，同时保持最新的培训 ·遵守法规和监管规定：确保符合行业规范和标准，包括成员隐私和数据安全必须具有 ·作为 CFP®至少5年的经验 ·具备全面的金融咨询方法的能力 ·卓越的沟通技能 ·通过远程，在线环境建立强大的关系和对话 我们提供的什么 · 每小时的费率 · 兼职角色与灵活的时间 ORIGINALS 完成我们的使命只有通过一个多元化的团队才能实现卓越并致力于让钱为每个人都，无论何处都容易。作为一支团队，我们痴迷于通过优雅自律体验向成员提供最佳解决方案。
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ORIGIN
Origin is reimagining wealth management by making it accessible and affordable to all.
Today, money is the [#1] source of stress - more than jobs, health, and relationships combined. That stress is exacerbated in the current economic environment, which is presenting people with once-in-a-generation financial challenges. Origin is tackling this problem head on by expanding access to financial planning for those who have historically been boxed out due to high barriers to entry.
Our product simplifies finances for individuals making it easy to manage spend and investments, get expert advice, and take action to hit financial goals.
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.
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.
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
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
ORIGINALS
Fulfilling our mission is only possible with a diverse team that breathes for excellence and is hugely committed to making money simple for everyone, everywhere.
As a team, we are obsessed with delivering the best solution possible to our members through an elegant and self-guided experience. We know that building a product of this magnitude requires from us tons of creativity, autonomy, and flexibility to move fast and embrace uncertainties with ownership. This is who we daily pursue to be!
To embrace talented people like this and provide the necessary resources to achieve their best versions, we believe in the power of a healthy environment where each person is valued for who they are and have clear goals and expectations for the future they can build within the company. Each person here is seen as a key player in our team.
Our environment is diverse, with excellent people and equal opportunities. We believe in the power of the individuality and uniqueness of each of us to make our team even more powerful.
We are building an outstanding solution, and here is an invitation for you to become an Original and join us on this journey!
Originally posted on Himalayas