Network Planner

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

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.

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Origin Financial
Origin Financial
7 months ago

Network Planner

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 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