Remote Certified Financial Planner - Retirement Solutions

Nationwide Mutual Insurance Company; Northern (KY); Remote; USD 87,000 - 162,000; Full time

Job summary

Nationwide Mutual Insurance Company seeks a Certified Financial Planner for its Retirement Solutions team. This fully remote role supports East Coast operations with travel as needed and requires CFP designation, FINRA licenses, and financial planning expertise.

The candidate will deliver written plans to drive a consistent client experience and identify cross-sell opportunities. The position reports to a Director or AVP, offers a comprehensive benefits package, and may require regulatory

Qualifications

• Bachelor’s degree in finance.
• FINRA 6 license and CFP designation required.
• Two years of experience in financial services with planning focus.
• Must obtain required licenses within designated period.

Responsibilities

• Advises on retirement income plan development and explains product features.
• Prepares financial plans and needs analyses using planning software.
• Partners with Sales to drive open proposals and cross-sell opportunities.
• Maintains regulatory compliance and detailed client records.

Skills

Financial planning software knowledge

Analytical and multi-tasking

Education

Bachelor’s degree in finance

Tools

Money Guide Pro

Job description

Nationwide Mutual Insurance Company seeks a Certified Financial Planner for its Retirement Solutions team. This fully remote role supports East Coast operations with travel as needed and requires CFP designation, FINRA licenses, and financial planning expertise.

The candidate will deliver written plans to drive a consistent client experience and identify cross-sell opportunities. The position reports to a Director or AVP, offers a comprehensive benefits package, and may require regulatory