Remote CFP Network Planner: Personal Finance Guidance

Origin; United States; Remote; USD 55,000 - 83,000; Part time

Benefits offered by this job

Hourly rate

Part-time role

Flexible hours

Job summary

Origin Network seeks a part-time Financial Planner to provide personalized financial recommendations to members remotely. You will publish tailored financial plans to help members reach their goals while building lasting relationships through online meetings and messages.

The role requires a CFP certification with 5+ years of experience, excellent communication, and the ability to guide members in a remote environment. Flexible hours and an hourly rate are offered.

Qualifications

• Minimum of 5 years of experience as a CFP®.
• Ability to provide holistic financial advice.
• Excellent communication skills.
• Capable of creating strong relationships and conversations in a remote, online environment.

Responsibilities

• Create financial plans: Publish customized financial recommendations specific to members' goals.
• Build relationships with members: Maintain strong member relationships through meetings and timely communication.
• Product knowledge and training: Understand Origin's offerings and tools and stay updated on training.
• Compliance: Ensure compliance with industry regulations and data privacy standards.

Skills

Excellent communication

Education

CFP certification

Job description

Origin Network seeks a part-time Financial Planner to provide personalized financial recommendations to members remotely. You will publish tailored financial plans to help members reach their goals while building lasting relationships through online meetings and messages.

The role requires a CFP certification with 5+ years of experience, excellent communication, and the ability to guide members in a remote environment. Flexible hours and an hourly rate are offered.