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About Demo Corp:Origin is reimagining wealth management by making it accessible and affordable to all. Today, money is the [#1] source of stress - more than jobs, health, and relationships combined. That stress is exacerbated in the current economic environment, which is presenting people with once-in-a-generation financial challenges. Origin is tackling this problem head on by expanding access to financial planning for those who have historically been boxed out due to high barriers to entry. Our product simplifies finances for individuals making it easy to manage spend and investments, get expert advice, and take action to hit financial goals.We are a fast-paced startup in the series B round, led by repeat founders and backed by leading VC firms like Founders Fund, Felicis, and General Catalyst.About the Culture at Demo Corp: At Demo Corp, our culture is the heartbeat of our organization. We foster an inclusive and collaborative environment that empowers every team member to thrive and reach their full potential. We believe in work-life balance and encourage a healthy blend of dedication and personal well-being. Innovation and creativity are at the core of our culture, and we continuously celebrate and reward out-of-the-box thinking. We cherish diversity and actively promote a culture of respect, where diverse perspectives are valued and celebrated. At Demo Corp, we are not just a team; we are a family that supports, uplifts, and celebrates one another's achievements.Core Values at Demo Corp:Innovation: We embrace the spirit of innovation, constantly seeking new ways to solve complex challenges and deliver unique solutions that push the boundaries of what's possible.Integrity: Honesty, transparency, and ethical conduct are the cornerstones of our interactions with clients, partners, and each other. We build trust through our actions and uphold the highest standards of integrity in everything we do.Customer-Centric: Our clients' success is at the heart of our mission. We go above and beyond to understand their needs, provide exceptional service, and exceed expectations, fostering long-lasting partnerships.Collaboration: We believe that the best outcomes are achieved through collaboration. We value teamwork, open communication, and the diverse expertise each team member brings to the table.Continuous Growth: Personal and professional growth is a never-ending journey at Demo Corp. We encourage and support our team members to expand their skills, knowledge, and expertise to stay ahead in an ever-changing business landscape.Empowerment: We empower our employees to take ownership of their work, make decisions, and be proactive in driving positive change. We believe in nurturing leadership potential at all levels of the organization.Inclusivity: At Demo Corp, everyone's voice matters. We foster an inclusive environment where diversity is celebrated, and all team members feel respected, heard, and valued.Responsibility: We take responsibility for our actions and their impact on our clients, colleagues, and the community. We are committed to sustainable business practices and giving back to society.Join us at Demo Corp, where you can be a part of a purpose-driven organization that values its people, fosters innovation, and creates a positive impact on businesses and communities worldwide. Together, we'll shape a future built on the foundation of excellence and shared success.As an Origin Network Financial Planner, you'll get to work with members from all walks of life, from the new grads starting their careers to senior leaders beginning to think about retirement and help them reach their goals. Your goal is to provide personalized financial recommendations and advice to Origin members. A successful Origin financial planner can provide our members with a deep understanding of their finances and how to use Origin to reach their financial goals.What you'll doCreate financial plans: Publish customized financial recommendations specific to the members’ goalsBuild relationships with members: Build and maintain strong member relationships through meetings, answering messages, providing exceptional service, and addressing their financial concernsProduct Knowledge and Training: Have a deep understanding of Origin’s offering and tools, while staying up to date on our trainingCompliance and Regulatory Compliance: Ensure compliance with industry regulations and standards, including member privacy and data securityMust haveMinimum of 5 years of experience as a CFP®Ability to have a holistic approach to financial adviceExcellent communication skillsCreate strong relationships and conversations through a remote, online environmentWHAT WE OFFERHourly ratePart-time role with flexible hours
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