[Hiring] Certified Financial Planner - Retirement Solutions @Nationwide

Role Description

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! This is a fully remote Financial Planner role that will support our Retirement Solutions team. The candidate will ideally live in the Northern part of California, ideally within close driving distance of Sacramento, CA. Some travel will be required.

This role does require the candidate to have their Certified Financial Planner (CFP) designation, and they must also possess their FINRA 6, 63, 65 (or 7/66) & life insurance licenses.

This is a G2 band role.

Our team is a versatile group of individuals, working together to meet our customer’s needs. We value plan knowledge, the ability to multi-task and contributing to a stellar team environment. If you thrive in a busy, client facing, highly engaging work environment, where no two days are exactly alike, we want to know more about you!

As a Financial Planner, you'll support Registered Representatives and Investment Advisor Representatives by utilizing approved software to produce needs assessments and financial plans, in writing, to drive a consistent sales process/client experience and assist in identifying additional cross-sell opportunities.

Qualifications

• Bachelor’s degree in finance.
• FINRA 6 license and Certified Financial Planner designation required.
• 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.
• In-depth understanding of the industry, financial concepts, product knowledge, investment management, and client service strategies desired.
• Knowledge of investment products.
• Familiarity with property and casualty distribution a plus.
• Superior analytical, organizational, research, initiative, and multi-tasking skills.

Requirements

• Advises customers and internal and external sales representatives on retirement income plan development.
• Reviews and/or prepares comprehensive financial plans and needs-based assessments using approved financial planning software.
• Prepares alternatives and recommendations while 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.
• 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 in person upon request.
• Assists in entity-level presentations where information on retiree services is required.
• Maintains awareness of changing legal environment as it impacts investments, retirement plans, and insurance products.
• Acts as a technical resource to communications on retiree marketing efforts.
• Maintains detailed records of customer interactions, recommendations, and actions according to appropriate regulations.
• May perform other duties as assigned.

Benefits

• Medical/dental/vision insurance.
• 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.
• And more.