Origin Financial

5 months ago

Network Planner

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Origin is seeking a Network Financial Planner to provide personalized financial recommendations to members, building lasting relationships through remote, online interaction. You’ll create customized financial plans, stay current with Origin’s tools, ensure regulatory compliance, and help members reach their financial goals from a remote United States-based schedule.

Location: United States

Workplace: Remote

Employment Type: Part time

Job Function: Finance & Accounting

Seniority: Sr. Manager level

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
•Provide holistic financial advice in a remote environment with a focus on CFP standards

Key Requirements

•Minimum of 5 years of experience as a CFP®
•Holistic approach to financial advice
•Excellent communication skills
•Ability to create customized financial plans and recommendations
•Strong relationship-building in a remote, online environment

Experience:5+ yearsFinancial planningWealth management

Skills:CommunicationRelationship-buildingCustomer 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

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Origin Financial

5 months ago

Network Planner

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Remote

Employment Type: Part time

Job Function: Finance & Accounting

Seniority: Sr. Manager level

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
•Provide holistic financial advice in a remote environment with a focus on CFP standards

Key Requirements

•Minimum of 5 years of experience as a CFP®
•Holistic approach to financial advice
•Excellent communication skills
•Ability to create customized financial plans and recommendations
•Strong relationship-building in a remote, online environment

Experience:5+ yearsFinancial planningWealth management

Skills:CommunicationRelationship-buildingCustomer serviceAttention to detail

Certifications:CFP

Languages:English

Company Brief

Origin Financial

Industry: Lending

Company Size: Medium (51 to 250 employees)

Growth: Growth Stage Startup

Headquarters: Denver, United States

Founded: 2018

Website