APAC CFP Network Planner — Remote, Part-Time

useorigin; United States; Remote; USD 83,000 - 152,000; Part time

Benefits offered by this job

Hourly rate

Flexible hours

Remote work

Job summary

Origin Network is seeking a part-time Financial Planner to serve Origin members with personalized guidance. You’ll work remotely with a diverse audience to help them manage spending, investments, and retirement goals using Origin’s tools.

Responsibilities include publishing customized financial plans, building lasting relationships through online meetings and messages, maintaining up-to-date knowledge of Origin’s offerings, and ensuring compliance with privacy and data security standards.

Qualifications

• CFP® certification with 5+ years of experience.
• Holistic approach to financial planning.
• Strong communication skills for remote client conversations.
• Ability to build relationships and consult online.

Responsibilities

• Publish customized financial recommendations for members’ goals.
• Build and maintain strong member relationships through meetings and messages.
• Maintain deep knowledge of Origin’s offerings and tools through ongoing training.
• Ensure compliance with industry regulations, privacy and data security.

Skills

CFP®

Holistic planning

Excellent communication

Remote advisory

Job description

Origin Network is seeking a part-time Financial Planner to serve Origin members with personalized guidance. You’ll work remotely with a diverse audience to help them manage spending, investments, and retirement goals using Origin’s tools.

Responsibilities include publishing customized financial plans, building lasting relationships through online meetings and messages, maintaining up-to-date knowledge of Origin’s offerings, and ensuring compliance with privacy and data security standards.