Remote CFP Financial Planner (Part-Time, Flexible Hours)

Origin; United States; Remote; USD 40,000 - 68,000; Part time

Benefits offered by this job

Hourly rate

Flexible hours

Job summary

Origin is transforming wealth management by offering accessible, affordable financial planning. As an Origin Network Financial Planner, you will work with members from graduates to executives, delivering personalized advice to help them reach financial goals.

This role emphasizes remote engagement, strong communication, compliance, and a holistic approach to planning, with flexible, part-time hours and an hourly rate.

Qualifications

• Must have CFP® with at least 5 years of experience.
• Ability to provide holistic, personalized financial advice.
• Excellent verbal and written communication with clients.
• Comfort delivering guidance remotely in an online environment.

Responsibilities

• Create customized financial plans tailored to members' goals.
• Build and nurture ongoing relationships through meetings and messages.
• Develop knowledge of Origin’s offerings and tools to advise members.
• Ensure compliance with industry regulations and data privacy standards.

Skills

Communication skills

Relationship building

Holistic financial planning

Remote client service

Education

Certified Financial Planner (CFP®)

Job description

Origin is transforming wealth management by offering accessible, affordable financial planning. As an Origin Network Financial Planner, you will work with members from graduates to executives, delivering personalized advice to help them reach financial goals.

This role emphasizes remote engagement, strong communication, compliance, and a holistic approach to planning, with flexible, part-time hours and an hourly rate.