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Nationwide · 4 months ago

Financial Planner - Retirement Solutions

Ohio

Full-time

Onsite

Entry, Mid Level

$77K/yr - $159K/yr

2+ years exp

Nationwide is a company dedicated to helping individuals and businesses prepare for and protect their retirement. The Financial Planner will support the Retirement Solutions team by advising clients on retirement income plans and preparing comprehensive financial assessments to enhance the client experience.

BankingFinancial ServicesInsuranceLife Insurance

Responsibilities

Advises customers and internal and external sales representatives on retirement income plan development. This will include explanation of product features and administrative procedures required with products currently owned and making appropriate new product recommendations, if applicable

Reviews and/or prepares comprehensive financial plans and needs based assessments by entering data for proposals using approved financial planning software

Prepares alternatives and recommendations while also framing the plan for presentation/delivery to the client

Partners with Sales to ensure awareness of open proposals with producers to drive status and outcome

Develops and conducts producer training in the corporate office and in the field

Meets all regulatory requirements, supports and coordinates under applicable laws, rules and regulations

Adheres to all firm compliance and supervisory policies, including but not limited to, anti-money laundering/Office of Foreign Asset Control and/or privacy policies and procedures

Compiles marketing intelligence, including sales activity, production, frequently asked questions and objections raised by customers

Researches complex technical questions for sales force on products, planning issues, tax issues, Social Security and other retirement financial concerns

Conducts periodic retirement planning seminars for customers and producers both virtually and travels to locations to conduct in person upon request

Assists in entity-level presentations (in writing or in person) where information on retiree services is required

Maintains awareness of changing legal environment as it impacts investments, retirement plans and insurance products. Work with appropriate areas (compliance, communications, advice, systems, sales, administration) to ensure ongoing compliance

Acts as a technical resource to communications on retiree marketing efforts

Maintains detailed records of customer interactions, recommendations and actions according to appropriate regulations

Qualification

Certified Financial PlannerFINRA 6 licenseFinancial planning softwareFinancial services experienceAnalytical skillsResearch skillsMulti-tasking skillsOrganizational skills

Required

Certified Financial Planner (CFP)

FINRA 6, 63 & 65 or 7 & 66 licenses

Two years of experience in the financial services industry with specialization in financial planning

Knowledge of Profiles or Money Guide Pro or similar financial planning software

An in-depth understanding of the industry, financial concepts, product knowledge, investment management and client service strategies

Knowledge of investment products

Superior analytical, organizational, research, initiative and multi-tasking skills

Valid driver's license with satisfactory driving record in accordance with Nationwide standards

Valid credit and/or background check as part of the selection process

Preferred

Living in Ohio or in the greater Chicagoland or Detroit metropolitan area is preferred

Familiarity with property and casualty distribution a plus

Benefits

Medical/dental/vision

Life insurance

Short and long term disability coverage

Paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date

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

Company

Nationwide

Glassdoor3.9

Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States.

Founded in 1925

Columbus, Ohio, USA

10001+ employees