APAC | Origin Network Planner

Origin Financial
United States
Workplace: RemotePart timeFunction: OtherExperience: 5+ yearsSkills: ["Communication","Relationship management","Customer service","Remote communication","Financial advisory"]

Origin Network Planner for APAC, focusing on delivering personalized financial plans and guidance to members remotely in the United States. You’ll build and maintain relationships, translate Origin’s offerings into actionable financial strategies, ensure regulatory compliance, and stay current with training to support members from new grads to senior leaders in achieving their financial goals.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Origin Financial
Origin Financial
7 months ago

APAC | Origin Network Planner

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Origin Network Planner for APAC, focusing on delivering personalized financial plans and guidance to members remotely in the United States. You’ll build and maintain relationships, translate Origin’s offerings into actionable financial strategies, ensure regulatory compliance, and stay current with training to support members from new grads to senior leaders in achieving their financial goals.
Location: United States
Workplace: Remote
Employment Type: Part time
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
  • •Remote client engagement: Manage conversations and provide financial guidance in a remote online environment

Pay and Benefits

Perks:Flexible Hours

Key Requirements

  • •Minimum of 5 years of experience as a CFP®
  • •Ability to have a holistic approach to financial advice
  • •Excellent communication skills
  • •Create strong relationships and conversations through a remote, online environment
  • •Create financial plans and provide customized recommendations based on members’ goals
Experience:5+ yearsFinancial planningWealth management
Skills:CommunicationRelationship managementCustomer serviceRemote communicationFinancial advisory
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