Full-Time

Planner Networking

Confirmed live in the last 24 hours

Origin

Origin

51-200 employees

Financial wellness platform for employees

Data & Analytics

Senior

Remote in USA

Required Skills
Communications
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

Origin offers a financial wellness platform for employees, providing personal finance planning, total compensation education, and access to expert advice from Certified Financial Planners™. The platform utilizes automated recommendations and tailored advice to help users track their finances and achieve their financial objectives, leveraging technologies such as automated recommendations and tailored advice.

Company Stage

Series B

Total Funding

$122.3M

Headquarters

Boston, Massachusetts

Founded

2018

Growth & Insights
Headcount

6 month growth

-3%

1 year growth

-11%

2 year growth

12%