CFP Financial Planner: Retirement & Investment Strategy

Nationwide Mutual Insurance Company; Indiana (PA); Hybrid; USD 87,000 - 162,000; Full time

Benefits offered by this job

Medical/dental/vision

Paid time off

401(k) with match

Pension plan

Job summary

Nationwide Mutual Insurance Company is seeking a Financial Planner to help advisors and clients turn retirement and investment information into clear needs assessments and financial plans. You will use NaviPlan to model options, explain product features, and deliver education through sessions and webinars.

The role emphasizes consultative communication, complex concept translation, and strong cross-functional teamwork, with opportunities to educate clients both virtually and in person.

Qualifications

• Education: Bachelor’s degree in finance.
• Licenses/Certifications: FINRA 6 and CFP designation required.
• Associates must obtain required licenses within the designated period.

Responsibilities

• Advises customers and internal/external sales on retirement income plan development.
• Prepares comprehensive financial plans using approved planning software.
• Presents plans and recommendations to clients and producers.
• Partners with Sales to oversee open proposals and drive outcomes.
• Develops and conducts producer training in the office and field.
• Ensures compliance with applicable laws and firm policies.
• Maintains records of client interactions and recommendations.

Skills

CFP designation

Retirement planning

Presentation skills

Relationship building

Education

Bachelor’s degree in finance

FINRA 6 license

State Life & Health licensing

Tools

NaviPlan by InvestCloud

Money Guide Pro

Job description

Nationwide Mutual Insurance Company is seeking a Financial Planner to help advisors and clients turn retirement and investment information into clear needs assessments and financial plans. You will use NaviPlan to model options, explain product features, and deliver education through sessions and webinars.

The role emphasizes consultative communication, complex concept translation, and strong cross-functional teamwork, with opportunities to educate clients both virtually and in person.