Financial Planner - Retirement Solutions

Nationwide Financial; Indiana (PA); Remote; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a passionate Financial Planner to join their team in Indiana. This fully remote role focuses on delivering exceptional care to clients preparing for retirement. You will utilize your expertise in financial planning to support representatives, develop comprehensive financial plans, and advise on retirement income strategies. If you thrive in a dynamic, client-facing environment and possess strong analytical skills, this opportunity is perfect for you. Join a company dedicated to putting customers first and making a meaningful impact in their financial futures.

Benefits

Health Insurance

401(k)

Pension

Paid Time Off

Holidays

Disability Insurance

Tuition Assistance

Family Leave Policies

Qualifications

• 2+ years of experience in financial planning within the financial services industry.
• Strong analytical and organizational skills required.
• Knowledge of financial planning software essential.

Responsibilities

• Advise customers on retirement income plan development and product features.
• Review and prepare financial plans using approved software.
• Conduct retirement planning seminars virtually and in person.

Skills

Financial Planning

Analytical Skills

Organizational Skills

Client Service Strategies

Education

Bachelor’s degree in finance

CFP designation

FINRA Series 6, 63, & 65 licenses

Tools

Profiles

Money Guide Pro

Job description

Financial Planner - Retirement Solutions

Join to apply for the Financial Planner - Retirement Solutions role at Nationwide Financial.

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

This role will cover the state of Indiana and will require some small amount of travel each month. This is a fully remote position, but living within the territory is required.

This position does require a CFP along with the Series 6, 63, & 65 (7 & 66) licenses.

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 Responsibilities

• Advise customers and sales representatives on retirement income plan development, explaining product features and administrative procedures, and making recommendations for new products when applicable.
• Review and prepare comprehensive financial plans and needs assessments using approved financial planning software.
• Develop alternatives and recommendations, and present plans to clients.
• Partner with Sales to monitor open proposals and drive outcomes.
• Conduct producer training both in the corporate office and in the field.
• Ensure compliance with all regulatory requirements and coordinate with relevant departments to maintain adherence to laws and policies.
• Gather marketing intelligence and research complex technical questions related to products, tax issues, Social Security, and retirement concerns.
• Conduct retirement planning seminars virtually and in person as needed.
• Maintain awareness of legal changes affecting investments, retirement plans, and insurance products.
• Serve as a technical resource for retiree marketing efforts.
• Keep detailed records of customer interactions and recommendations per regulations.

Additional Responsibilities: Perform other duties as assigned.

Qualifications

• Bachelor’s degree in finance.
• FINRA Series 6, 63, & 65 licenses, and Certified Financial Planner designation required.
• At least two years of experience in financial planning within the financial services industry.
• Knowledge of financial planning software such as Profiles or Money Guide Pro.
• Understanding of investment products and client service strategies.
• Strong analytical, organizational, research, and multi-tasking skills.

Additional Information

Must have a valid driver’s license with a satisfactory driving record. The role involves normal office conditions with occasional travel. A background and credit check are required due to fiduciary responsibilities.

We offer a comprehensive benefits package including health insurance, 401(k), pension, paid time off, holidays, disability insurance, tuition assistance, and family leave policies.

Employment Details

• Seniority level: Associate
• Employment type: Full-time

Industry

• Insurance and Financial Services