Emea | Origin Network Planner

Blend Financial Inc

Remote
Base: hourly rate; bonus/equity: not specified; be...
Remote
Holistic financial advice approach
Excellent communication skills
Remote online relationship building
Blend Financial Inc is seeking an EMEA Origin Network Planner to provide personalized financial planning services to a diverse range of clients. The role is remote and requires a minimum of five years of experience as a CFP®, focusing on building strong relationships and delivering tailored financial advice

Job Summary

  • As an Origin Network Financial Planner, you'll work with members from all walks of life to help them reach their financial goals through personalized advice.
  • Responsibilities include creating customized financial plans, building strong member relationships, maintaining compliance, and staying up to date on product offerings and training.
  • The role offers a part-time position with flexible hours and is part of a diverse, mission-driven team committed to making money simple for everyone.

Matching Summary

Match Score: 85

Blend Financial Inc is seeking an EMEA Origin Network Planner to provide personalized financial planning services to a diverse range of clients. The role is remote and requires a minimum of five years of experience as a CFP®, focusing on building strong relationships and delivering tailored financial advice.

Salary

Base: Hourly rate; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Holistic financial advice approach
  • Excellent communication skills
  • Remote online relationship building
  • Compliance with industry regulations
  • Deep product knowledge and training

Nice-to-have

  • Flexible part-time hours
  • Diverse and inclusive team culture
  • Creative and autonomous work environment

Key Requirements

  • Minimum 5 years experience as CFP®
  • Certified Financial Planner (CFP®) certification

Work Rights

Not specified

Tailored Resume

Cover Letter