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Nationwide Financial · 1 week ago

Financial Planner - Retirement Solutions

Ohio, United States

Full-time

Onsite

Entry, Mid Level

$87K/yr - $162K/yr

2+ years exp

Nationwide Financial is dedicated to helping individuals and businesses prepare for their financial future. The Financial Planner will support clients by developing retirement income plans, conducting needs assessments, and providing comprehensive financial planning services.

CommunitiesFinancial ServicesInsurance

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