APAC Remote CFP Financial Planner (Part-Time)

Origin

United States

Remote

USD 55,000 - 83,000

Part time

14 days+

Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

Benefits offered by this job

Hourly rate

Flexible hours

Job summary

Origin is reimagining wealth management by making it accessible and affordable to all. It seeks an experienced Network Financial Planner to help members reach their financial goals and provide personalized recommendations.

You will publish customized financial plans, build lasting relationships through remote meetings, and stay current with Origin’s tools and compliance standards while delivering exceptional service in a flexible, part-time capacity.

Qualifications

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.

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.