Financial Planner

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

Job Conditions

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. The Financial Planner partners with financial advisors, registered representatives, and retirement specialists to help clients make informed retirement and investment decisions. This role helps turn retirement and financial information into clear plans that advisors, sales partners, and clients can act on. Day to day, they build financial plans in planning software (NaviPlan by InvestCloud), to explain options and product recommendations, answer technical retirement questions, partner with sales on open proposals, and deliver education through one-on-one conversations, webinars, seminars, and group presentations.

Critical Success Competencies

• Consultative communication
• Ability to explain complex concepts simply
• Analytical problem-solving
• Cross-functional partnership
• Strong organization, follow-through, and ability to manage multiple proposals or requests at once

Licensure Requirements

• Series 6 or Series 7
• State Life & Health

Key Skills & Capabilities

• CFP designation required
• Strong retirement and financial planning knowledge
• Ability to translate technical information into practical recommendations
• Presentation and group education skills for webinars and in-person sessions
• Relationship-building skills with internal and external business partners

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!

Job Description

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.

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