Financial Planner - Retirement Solutions

About the role

At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

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.

Responsibilities

• Advises customers and internal and external sales representatives on retirement income plan development.
• 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.
• Promotes awareness of open proposals with producers to drive status and outcome.
• Develops and conducts producer training in the corporate office and in the field.
• 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.

Requirements

• FINRA 6 license and Certified Financial Planner designation required.
• Associates must obtain the required federal and/or state licenses/registrations within the time period designated by the business unit.
• Additional licenses/registrations may be required when new products and services are implemented.
• Must have 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 desired.
• Familiarity with property and casualty distribution a plus.

Qualifications

• Bachelor’s degree in finance.

Skills

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

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, and more.

Pay

The national salary range for Financial Planner : $87,000.00-$162,000.00

Schedule

Full-time, remote position.