CFP Financial Planner: Retirement & Wealth Strategy

Nationwide; Carmel (IN); On-site; USD 60,000 - 90,000; Full time

Job summary

Nationwide Financial is seeking a Financial Planner to partner with advisors and retirement specialists. You will build written financial plans, explain options, and support a consistent sales process and client education through webinars and in-person sessions.

You will use NaviPlan by InvestCloud and other planning software to produce needs assessments, deliver education, and cross-sell opportunities while ensuring regulatory compliance and quality client service.

Qualifications

• Two years of experience in the financial services industry with specialization in financial planning.
• Licensing: FINRA Series 6 or 7 and State Life/Health; CFP designation preferred and required within designated timeframe.

Responsibilities

• Advises customers and internal/external sales on retirement income plan development and product features.
• Prepares comprehensive financial plans and needs-based assessments using approved planning software.
• Presents plan recommendations to clients and sales teams; supports cross-sell opportunities.
• Develops producer training and ensures compliance with regulatory requirements.
• Maintains detailed records of client interactions and recommendations.

Skills

CFP designation required

Retirement planning knowledge

Ability to translate complex info

Presentation and group education

Relationship-building with partners

Education

Bachelor's degree in finance

FINRA 6 license

Certified Financial Planner designation

Tools

Money Guide Pro

NaviPlan by InvestCloud

Job description

Nationwide Financial is seeking a Financial Planner to partner with advisors and retirement specialists. You will build written financial plans, explain options, and support a consistent sales process and client education through webinars and in-person sessions.

You will use NaviPlan by InvestCloud and other planning software to produce needs assessments, deliver education, and cross-sell opportunities while ensuring regulatory compliance and quality client service.