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A financial benefits platform for savings, retirement and insurance - we're hiring!

Lead Financial Planner

$125k – $175k • 0.1% – 0.5%
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About Origin

Origin is a financial well-being platform that partners with innovative employers to keep employees happy, healthy, and on the road to financial success. We believe that protecting your assets, family and future shouldn’t require a PhD in finance, so we built a company that puts financial management on auto pilot.

Origin makes it easy and affordable for companies to offer a suite of best-in-class financial tools including student loan repayment, 401k optimization, savings tools, and debt management. We are the only holistic financial benefit that helps employees create personalized financials plans with access to on-demand financial advisors. No middle men. No confusing terms. No complicated jargon. Just simplicity.

Origin is led by repeat founders with previous exits and is backed by top tier venture capital firms.


Why This Matters

In spite of the strongest economy in decades, financial health in the United States is in critical condition. 60% of Americans have less than $400 available for emergencies, 50% have nothing saved for retirement, and student debt is now over $1.7 Trillion. Though people deal with money every day, managing it is overwhelmingly complicated.

Origin was founded to solve this problem. We work hard every day to democratize access to sound financial advice, enabling our users to take control of their financial futures.


The Role

We are looking for a financial planning professional to lead our employee advising efforts. You will develop both our financial advising strategy and manage the team that executes your vision to help our customers manage savings, retirement, debt management and investments. You’ll be on the front lines serving customers while also building the team and strategies that drive our customer experience. We believe that this is arguably the most important position at the company.

In leading our advising and planning strategies, you’ll also be an integral part of our product team. We’ll lean on you heavily for advice around what customers need and expect constant feedback as to how we can make the lives of our users better.

* You will architect our advising and planning strategies while setting service standards for all advising interactions
* You will hire a team that executes on your advising vision
* You will create unique financial plans for each individual considering their family composition, assets, debt, and retirement goals.
* Be an expert in core financial products and strategies like cash flow management, retirement optimization, and student debt.


You’re a Perfect Fit If:

* You have a financial planning certification (e.g. CFP)
* Your analytical, detail oriented and are obsessed with helping people meet their financial goals
* You have worked as a financial planner for at least five years
* You have managed a team
* You are a self-starter that likes to figure things out and problem solve using 1st principles.
* Can articulate complex financial strategies (both written and verbal)
* Comfortable in startups and unstructured work environments
* Bonus: You have worked at a fintech related startup or have other financial/market credentials
** Cheat Sheet: We screen for potential and hustle way more than any other factor

Meet your team

People you would work with in this role
Founder @Origin • Founder @Indio • Capital Markets @Citigroup Global Markets • Johns Hopkins University

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