Americas | Planner Networking

Posted 17 days agoViewed

💎 Seniority level: Senior, 5 years

📍 Location: Americas

🔍 Industry: Wealth Management

🏢 Company: Origin👥 101-250💰 $56,000,000 Series B over 3 years agoFinancial Services Finance InsurTech Employee Benefits FinTech

⏳ Experience: 5 years

🪄 Skills: Financial ManagementCommunication SkillsCustomer serviceComplianceNetworkingRelationship buildingAccount ManagementClient relationship managementBudgetingFinancial analysis

Requirements:

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

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

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