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US | Planner Networking

Posted 17 days agoViewed

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💎 Seniority level: Senior, 5+ years

📍 Location: United States

🔍 Industry: Financial Planning

🏢 Company: Origin👥 101-250💰 $56,000,000 Series B over 3 years agoFinancial ServicesFinanceInsurTechEmployee BenefitsFinTech

🗣️ Languages: English

⏳ Experience: 5+ years

🪄 Skills: Financial ManagementCommunication SkillsComplianceNetworkingExcellent communication skillsRelationship managementFinancial 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:
  • Build relationships with members:
  • Product Knowledge and Training:
  • Compliance and Regulatory Compliance:
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