Certified Financial Planner - Retirement Solutions

Nationwide; United States; Remote; USD 90,000 - 120,000; Full time

Job summary

Nationwide is seeking a Financial Planner to support Retirement Solutions, primarily remote along the East Coast. This role requires CFP designation and FINRA licenses (6/63/65 or 7/66) and will involve travel.

You’ll produce written needs assessments and financial plans to support a consistent sales process and cross-sell opportunities. The ideal candidate has a finance degree, 2+ years in financial services, and experience with planning software, delivering client-focused solutions in a

Qualifications

• Bachelor’s degree in finance required.
• FINRA 6 license and CFP designation required; licenses obtained as directed by business unit.
• Two years of experience in financial services with specialization in financial planning.

Responsibilities

• Advises customers and internal/external sales on retirement income plan development and product recommendations.
• Prepares comprehensive financial plans and needs assessments using approved software.
• Prepares alternatives and presents plan to client.
• Partners with Sales to drive open proposals and track outcomes.
• Develops and conducts producer training in-office and in the field.
• Ensures compliance with laws, regulations, and firm policies.

Skills

Financial planning

Client-facing

Analytical skills

Education

Bachelor’s degree in finance

Tools

Money Guide Pro

Profiles

Job description

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, \"on your side\" goes beyond just words. Our customers and partners are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.

This is a fully remote Financial Planner role that will support our Retirement Solutions team and our plans on the East Coast. The ideal candidate will ideally live near a major metropolitan airport anywhere along the East Coast ranging from the Northeast down into the Southeast.

Some travel will be required.

This role does require the candidate to have their Certified Financial Planner (CFP) designation, and they must also possess their FINRA 6, 63, 65 (or 7/66) & life insurance licenses.

This is a G2 band role.

#LI-COLE

Job Description Summary

Our team is a versatile group of individuals, working together to meet our customer's needs. We value plan knowledge, the ability to multi-task and contributing to a stellar team environment. If you thrive in a busy, client facing, highly engaging work environment, where no two days are exactly alike, we want to know more about you!

As a Financial Planner, you'll support Registered Representatives and Investment Advisor Representatives by utilizing approved software to produce needs assessments and financial plans, in writing, to drive a consistent sales process/client experience and assist in identifying additional cross-sell opportunities.

Job Description

Key Responsibilities:

• Advises customers and internal and external sales representatives on retirement income plan development. This will include explanation of product features and administrative procedures required with products currently owned and making appropriate new product recommendations, if applicable.
• Reviews and/or prepares comprehensive financial plans and needs based assessments by entering data for proposals using approved financial planning software.
• Prepares alternatives and recommendations while also framing the plan for presentation/delivery to the client.
• Partners with Sales to ensure awareness of open proposals with producers to drive status and outcome.
• Develops and conducts producer training in the corporate office and in the field.
• Meets all regulatory requirements, supports and coordinates under applicable laws, rules and regulations.
• Adheres to all firm compliance and supervisory policies, including but not limited to, anti-money laundering/Office of Foreign Asset Control and/or privacy policies and procedures.
• Compiles marketing intelligence, including sales activity, production, frequently asked questions and objections raised by customers.
• Researches complex technical questions for sales force on products, planning issues, tax issues, Social Security and other retirement financial concerns.
• Conducts periodic retirement planning seminars for customers and producers both virtually and travels to locations to conduct in person upon request.
• Assists in entity-level presentations (in writing or in person) where information on retiree services is required.
• Maintains awareness of changing legal environment as it impacts investments, retirement plans and insurance products. Work with appropriate areas (compliance, communications, advice, systems, sales, administration) to ensure ongoing compliance.
• Acts as a technical resource to communications on retiree marketing efforts.
• Maintains detailed records of customer interactions, recommendations and actions according to appropriate regulations.
• May perform other responsibilities as assigned.

Reporting Relationship:

Reports to Director or Associate Vice President and does not have direct reports.

Typical Skills and Experiences:

• Education: Bachelor's degree in finance.
• License/Certification/Designation: FINRA 6 license and Certified Financial Planner designation required. Associates must obtain the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position.
• Experience: Two years of experience in the financial services industry with specialization in financial planning
• Knowledge, Abilities and Skills: Knowledge of Profiles or Money Guide Pro or similar financial planning software. An in-depth understanding of the industry, financial concepts, product knowledge, investment management and client service strategies desired. Knowledge of investment products. Familiarity with property and casualty distribution a plus. Superior analytical, organizat