Remote CFP Financial Planner — Part-Time

useorigin; United States; Remote; USD 83,000 - 165,000; Part time

Benefits offered by this job

Hourly rate

Flexible hours

Job summary

Origin is reimagining wealth management by making it accessible and affordable to all. We are seeking a Network Financial Planner to provide personalized financial recommendations to Origin members, helping them reach long-term goals.

You will work remotely with a diverse member base, delivering high‑quality planning and proactive support. A successful candidate has a CFP® certification, 5+ years of experience, and a strong ability to communicate clearly in an online environment, building

Qualifications

• Minimum of 5 years of experience as a CFP®.
• Ability to provide holistic financial advice.
• Excellent communication skills.

Responsibilities

• Create financial plans: publish customized recommendations for members’ goals.
• Build relationships with members through meetings and online communication.
• Have deep knowledge of Origin’s offerings and tools; stay up to date on training.
• Ensure compliance with industry regulations and member privacy.

Skills

Communication

Relationship building

Financial planning

Remote advisory

Education

CFP® certification

Job description

Origin is reimagining wealth management by making it accessible and affordable to all. We are seeking a Network Financial Planner to provide personalized financial recommendations to Origin members, helping them reach long-term goals.

You will work remotely with a diverse member base, delivering high‑quality planning and proactive support. A successful candidate has a CFP® certification, 5+ years of experience, and a strong ability to communicate clearly in an online environment, building