Remote CFP Financial Planner — Personal Wealth Coach

Origin Corp; Northern (KY); Hybrid; USD 34,000 - 55,000; Part time

Benefits offered by this job

Hourly rate

Part-time role with flexible hours

Job summary

Origin Corp is seeking a Network Financial Planner to provide personalized financial recommendations to members from new grads to senior leaders, helping them reach their financial goals through Origin’s tools and guidance.

The role is remote, part-time with an hourly rate, and requires a CFP certification with at least 5 years of experience. You will build strong member relationships, stay compliant with regulations, and maintain up-to-date product knowledge.

Qualifications

• Must hold CFP certification and have a holistic approach to financial advice.
• Ability to build relationships with members through a remote, online environment.
• Strong client communication and personalized financial planning skills.

Responsibilities

• Create financial plans: Publish customized financial recommendations for members.
• Build relationships with members: Maintain strong relationships through meetings and messages.
• Product Knowledge and Training: Develop deep understanding of Origin’s offerings and tools; stay updated on training.
• Compliance and Regulatory Compliance: Ensure compliance with industry regulations and data privacy.

Skills

CFP certification

Remote advisory

Client relationships

Education

CFP certification

Bachelor's degree in Finance or related

Job description

Origin Corp is seeking a Network Financial Planner to provide personalized financial recommendations to members from new grads to senior leaders, helping them reach their financial goals through Origin’s tools and guidance.

The role is remote, part-time with an hourly rate, and requires a CFP certification with at least 5 years of experience. You will build strong member relationships, stay compliant with regulations, and maintain up-to-date product knowledge.