Why is remote work so nice? Let's try to see!
Apply
EMEA | Planner Networking
Posted 17 days agoViewed
💎 Seniority level: Senior, 5 years
🔍 Industry: Financial Planning
🏢 Company: Origin👥 101-250💰 $56,000,000 Series B over 3 years agoFinancial ServicesFinanceInsurTechEmployee BenefitsFinTech
⏳ Experience: 5 years
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
Related Articles
Posted 7 months ago
Insights into the evolving landscape of remote work in 2024 reveal the importance of certifications and continuous learning. This article breaks down emerging trends, sought-after certifications, and provides practical solutions for enhancing your employability and expertise. What skills will be essential for remote job seekers, and how can you navigate this dynamic market to secure your dream role?
Posted 7 months ago
Explore the challenges and strategies of maintaining work-life balance while working remotely. Learn about unique aspects of remote work, associated challenges, historical context, and effective strategies to separate work and personal life.
Posted 7 months ago
Google is gearing up to expand its remote job listings, promising more opportunities across various departments and regions. Find out how this move can benefit job seekers and impact the market.
Posted 7 months ago
Learn about the importance of pre-onboarding preparation for remote employees, including checklist creation, documentation, tools and equipment setup, communication plans, and feedback strategies. Discover how proactive pre-onboarding can enhance job performance, increase retention rates, and foster a sense of belonging from day one.