Senior Analyst

Nationwide; Remote; USD 62,000 - 94,000; Full time

Job summary

A leading financial services provider is seeking a Senior Analyst for its Advisor Services team in Columbus, Ohio. In this role, you will act as the primary contact for clients, analyze their needs, and ensure compliance with regulations. Candidates should possess strong communication skills and relevant sales experience. The position offers remote work options and competitive benefits, including medical insurance and a pension plan. The expected salary range is $62,500.00–$93,500.00 for starting salary.

Benefits

Medical insurance

Dental and vision insurance

Paid time off

401(k) with company match

Company pension plan

Qualifications

• One to three years of experience in industry, sales, or customer service.
• Prior financial services sales/customer service experience strongly preferred.
• Successful completion of onsite training class.

Responsibilities

• Collect and analyze client information to understand needs.
• Consult with clients to provide appropriate strategies.
• Conduct client calls and recommend suitable products.

Skills

Insurance product knowledge

Communication skills

Time management

Relationship building

Education

Undergraduate degree in insurance, sales, business, marketing or related fields

Job description

Job Overview

Nationwide Financial, part of the Fortune 100 company dedicated to delivering extraordinary care, is looking for a Senior Analyst in its Advisor Services team. If you are passionate about helping individuals and businesses prepare for and protect their future, this could be the opportunity for you.

Job Conditions

• Remote work is available to the right candidate.
• West coast coverage hours may be required.
• Series 6 is required at the time of application.
• Series 63 and State Insurance Licenses must be obtained within 120 days.
• This role does not qualify for employer-sponsored work authorization and Nationwide does not participate in the STEM OPT extension program.

Job Description Summary

As a Senior Analyst, you will act as the agent of record for the referral process in the Registered Investment Advisor (RIA) channel. You will review applications, maintain regulatory compliance, and recommend products to clients while staying current on all regulations and internal procedures.

Key Responsibilities

• Collect and analyze client information to understand their needs and objectives.
• Consult with clients to provide appropriate strategies and solutions.
• Conduct client calls, formally recommend a product, ensuring suitability and best interest for regulatory review.
• Complete applications and maintain appropriate documentation.
• Meet all regulatory requirements under applicable laws and firm compliance policies.
• Manage state-specific nuances outside the standard process.
• Serve as the primary point of contact for clients, RIA sales teams, and financial advisors.
• Assist the NAS sales team with requests such as portfolio/fund tax analysis, Morningstar illustrations, fund mapping, and cost comparisons.
• Coordinate with sales leaders to support national RIA firms and advise those not working directly with Territory Managers.

Reporting Relationships

Reports to the Supervisor, Advisor Services, NAS.

Education

An undergraduate degree in insurance, sales, business, marketing, or related fields is preferred.

Licensing and Certification

• Successful completion of onsite training class.
• FINRA Series 6, Series 63, and state life license – required within 120 days of hire.
• CFP/CFA certifications encouraged.
• Series 65 strongly encouraged.

Experience

One to three years of relevant industry, sales, or customer service experience; prior financial services sales/customer service experience strongly preferred.

Knowledge, Abilities, and Skills

Proven knowledge of insurance products and solid understanding of state and local laws. Demonstrated independent judgment, decision‑making, relationship building, positive outlook, time management, and organization skills. Excellent communication, professional presence, and active listening skills are required. Receptive to coaching and able to balance multiple priorities.

Values

Regularly and consistently demonstrates Nationwide Values.

Benefits

Medical, dental, vision, life insurance, short and long‑term disability coverage, paid time off (minimum 18 days for new hires, pro‑rated quarterly), nine paid holidays, 8 hours of Lifetime Paid Time Off, 8 hours of Unity Day Paid Time Off, 401(k) with company match, company‑paid pension plan, business casual attire, and more.

Equal Opportunity Statement

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected, and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic protected by applicable law.

Work Year and Salary

No travel required. The national salary range for Senior Analyst, Advisor Services is $62,500.00–$115,500.00; the expected starting salary range is $62,500.00–$93,500.00.