Remote CFP: Retirement Planning Specialist

Nationwide; Raleigh (NC); Remote; USD 87,000 - 162,000; Full time

Benefits offered by this job

Medical/dental/vision

401(k) with company match

Pension plan

Paid time off

Job summary

Nationwide is seeking a remote Financial Planner to support Retirement Solutions on the East Coast. You will produce needs assessments and financial plans, aiding in a consistent sales process and cross-sell opportunities. Role involves travel and requires CFP designation with FINRA licenses.

You’ll partner with registered reps to deliver client-centric retirement solutions and training. The ideal candidate has 2+ years in financial planning, strong software skills (Money Guide Pro/Profiles),

Qualifications

• Bachelor's degree in finance required.
• CFP designation and FINRA licenses required; must obtain any missing licenses within designated period.
• Two years of experience in financial services, specializing in financial planning.

Responsibilities

• Advises customers and internal/external sales on retirement income plan development.
• Reviews and prepares financial plans and needs-based assessments using approved software.
• Prepares alternatives and presents recommendations 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 regulatory requirements and firm policies.
• Maintains detailed records of client interactions and actions.

Skills

CFP designation

FINRA 6/63/65 or 7/66 licenses

Financial planning approach

Client advisory skills

Education

Bachelor's degree in finance

Tools

Money Guide Pro

Profiles

Job description

Nationwide is seeking a remote Financial Planner to support Retirement Solutions on the East Coast. You will produce needs assessments and financial plans, aiding in a consistent sales process and cross-sell opportunities. Role involves travel and requires CFP designation with FINRA licenses.

You’ll partner with registered reps to deliver client-centric retirement solutions and training. The ideal candidate has 2+ years in financial planning, strong software skills (Money Guide Pro/Profiles),