Remote CFP Financial Planner – Retirement Solutions

Nationwide Mutual Insurance Company; North Carolina; Hybrid; USD 87,000 - 162,000; Full time

Benefits offered by this job

Medical/dental/vision

Life insurance

Disability coverage

Paid time off

401(k) with company match

Business casual

Job summary

Nationwide Mutual Insurance Company is seeking a fully remote Financial Planner to support the Retirement Solutions team along the East Coast. The role requires a CFP designation and FINRA licenses, with travel as needed.

Ideal candidates have a finance degree, two years in financial services, and proficiency with planning software such as Profiles or Money Guide Pro. You will work with sales to develop retirement income plans and ensure regulatory compliance.

Qualifications

• Bachelor’s degree in finance is required.
• CFP designation required; associates must obtain licenses within designated period.
• FINRA licenses 6/63/65 or 7/66 required.
• Two years of experience in financial services with focus on financial planning.
• Knowledge of financial planning software (Money Guide Pro or similar).

Responsibilities

• Advises customers and internal/external sales on retirement income plan development.
• Reviews and prepares comprehensive financial plans and needs-based assessments.
• Prepares alternatives and presents plans to clients.
• Partners with Sales to drive status and outcomes of open proposals.
• Develops and conducts producer training in office and in the field.
• Ensures compliance with laws, regulations, and firm policies.
• Maintains detailed records of client interactions and recommendations.

Skills

Client facing

Financial planning knowledge

Multi-tasking

Regulatory awareness

Communication skills

Education

Bachelor’s degree in finance

Tools

Profiles or Money Guide Pro

Job description

Nationwide Mutual Insurance Company is seeking a fully remote Financial Planner to support the Retirement Solutions team along the East Coast. The role requires a CFP designation and FINRA licenses, with travel as needed.

Ideal candidates have a finance degree, two years in financial services, and proficiency with planning software such as Profiles or Money Guide Pro. You will work with sales to develop retirement income plans and ensure regulatory compliance.