Origin Network Planner

Origin Financial
United States
Workplace: RemotePart timeFunction: OtherExperience: 5+ yearsSkills: ["Communication","Relationship-building","Remote communication","Customer service","Attention to detail"]

Origin is expanding access to financial planning through a remote, part-time role focused on creating customized financial plans, building strong member relationships, and ensuring regulatory compliance. You’ll understand Origin’s tools, deliver holistic financial advice, and communicate effectively in a remote online environment to help members reach their financial goals.

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Origin Financial
Origin Financial
7 months ago

Origin Network Planner

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Origin is expanding access to financial planning through a remote, part-time role focused on creating customized financial plans, building strong member relationships, and ensuring regulatory compliance. You’ll understand Origin’s tools, deliver holistic financial advice, and communicate effectively in a remote online environment to help members reach their financial goals.
Location: United States
Workplace: Remote
Employment Type: Part time

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
  • •Must Have: Minimum of 5 years of experience as a CFP® and ability to provide holistic financial advice in a remote setting

Pay and Benefits

Perks:Remote WorkFlexible Hours

Key Requirements

  • •CFP® with at least 5 years of experience
  • •Holistic approach to financial advice
  • •Excellent communication skills
  • •Ability to build and maintain relationships in a remote online environment
  • •Deep knowledge of Origin’s offerings and tools, with regulatory compliance awareness
Experience:5+ yearsFinancial planningWealth management
Skills:CommunicationRelationship-buildingRemote communicationCustomer serviceAttention to detail
Certifications:CFP
Languages:English

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