Financial Planner - Retirement Solutions (Public/Government Sector)

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.

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.
• Supports and coordinates under applicable laws, rules and regulations.
• 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 detailed records of customer interactions, recommendations and actions according to appropriate regulations.

Requirements

• 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.
• An 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.

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

Normal office environment; occasional travel as needed.