Retirement Planner — CFP-Certified Financial Planner

NBMBAA; Philadelphia (Philadelphia County); Presencial; USD 87.000 - 162.000; Tempo integral

Benefícios oferecidos por esta vaga

Medical/dental/vision coverage

Paid time off

401(k) with company match

Pension plan

Resumo da vaga

Nationwide Financial in Philadelphia seeks a Financial Planner to support Registered Representatives and Investment Advisor Representatives by creating needs assessments and formal financial plans to drive a consistent client experience.

The role requires CFP designation and FINRA licenses (6/63/65 or 7/66), plus a Bachelor’s in finance and 2 years in financial services with planning focus. Travel and training may occur.

Qualificações

• Bachelor's degree in finance.
• CFP designation and FINRA licenses required; licenses must be obtained within designated period.
• Two years of experience in financial services with financial planning specialization.
• Knowledge of financial planning software (e.g., Money Guide Pro).
• Strong client service, communication and regulatory understanding.

Responsabilidades

• Advises customers and internal sales on retirement income plan development with product knowledge.
• Reviews and prepares comprehensive financial plans and needs-based assessments.
• Prepares alternatives and presentations for client delivery.
• Partners with Sales to drive open proposals and outcomes.
• Develops producer training in the office and field.

Conhecimentos

Money Guide Pro

Investment knowledge

Client service

Analytical skills

Multi-tasking

Formação

Bachelor's degree in finance

Certified Financial Planner designation

FINRA 6/63/65 or 7/66 license

Ferramentas

Money Guide Pro

Descrição da vaga

Nationwide Financial in Philadelphia seeks a Financial Planner to support Registered Representatives and Investment Advisor Representatives by creating needs assessments and formal financial plans to drive a consistent client experience.

The role requires CFP designation and FINRA licenses (6/63/65 or 7/66), plus a Bachelor’s in finance and 2 years in financial services with planning focus. Travel and training may occur.