Origin
Americas | Origin Network Planner
Remote (United States) · Remote · Internship · Posted Mar 19, 2025
- Experience
- Minimum of 5 years of experience as a CFP®.
About the job
Provides personalized financial planning and recommendations to Origin members, helping them understand their finances and work toward their goals.
What you'll do
- Create customized financial recommendations based on members’ goals.
- Build and maintain member relationships through meetings, messages, service, and responses to financial concerns.
- Stay current on Origin’s offerings and training, and follow industry regulations, privacy, and data-security standards.
What they ask for
- At least 5 years of experience as a CFP®.
- Ability to take a holistic approach to financial advice.
- Excellent communication skills.
- Ability to build relationships and have conversations in a remote, online environment.
Model-written summary · the original posting is authoritative