EMEA | Origin Network Planner

Origin Financial
United States
Workplace: RemotePart timeFunction: Administration & Executive AssistanceExperience: 5+ yearsSkills: ["Communication","Relationship-building","Customer service","Empathy"]

Origin is expanding access to financial planning by providing personalized financial recommendations to its members. As an Origin Network Financial Planner, you’ll deliver holistic financial advice remotely to a diverse client base, publish customized plans, build strong member relationships, and ensure regulatory compliance while staying current with Origin’s tools and offerings.

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Origin Financial
Origin Financial
7 months ago

EMEA | Origin Network Planner

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Last checked: 6 hours agoStatus: Live

Job Summary

Origin is expanding access to financial planning by providing personalized financial recommendations to its members. As an Origin Network Financial Planner, you’ll deliver holistic financial advice remotely to a diverse client base, publish customized plans, build strong member relationships, and ensure regulatory compliance while staying current with Origin’s tools and offerings.
Location: United States
Workplace: Remote
Employment Type: Part time
Job Function: Administration & Executive Assistance

Key Responsibilities

  • •Create financial plans: Publish customized financial recommendations specific to the members’ goals.
  • •Build relationships with members: Build and maintain strong member relationships through meetings, answering messages, providing exceptional service, and addressing their financial concerns.
  • •Product Knowledge and Training: Have a deep understanding of Origin’s offering and tools, while staying up to date on our training.
  • •Compliance and Regulatory Compliance: Ensure compliance with industry regulations and standards, including member privacy and data security
  • •Collaborate remotely to deliver high-quality financial planning services to Origin members

Key Requirements

  • •Minimum of 5 years of experience as a CFP®
  • •Holistic approach to financial advice
  • •Excellent communication skills
  • •Ability to create and publish customized financial plans
  • •Ability to build and maintain relationships with members in a remote, online environment
Experience:5+ yearsWealth managementFinancial planning
Skills:CommunicationRelationship-buildingCustomer serviceEmpathy
Certifications:CFP

Company Brief

Origin Financial
Provides a digital mortgage and lending platform that streamlines originations for lenders, loan officers, and borrowers by combining loan processing, automation, and consumer-facing tools to simplify home financing workflows.
Industry: Lending
Company Size: Medium (51 to 250 employees)
Growth: Growth Stage Startup
Headquarters: Denver, United States
Founded: 2018
Website