Financial Planner - Retirement Solutions (Public/Government Sector)

Nationwide • Philadelphia, PA

12d • $87,000 - $131,000 • Onsite

About The Position

The Financial Planner will support the City of Philadelphia Deferred Compensation Plan, maintaining weekly office hours three to four days per week at the plan’s downtown Philadelphia office on JFK Boulevard. The role supports Registered Representatives and Investment Advisor Representatives by using approved financial planning software to prepare written needs assessments and financial plans, support a consistent sales process and client experience, and identify potential cross-sell opportunities.

The planner advises customers and sales representatives on retirement income planning, including product features, administrative procedures, and appropriate product recommendations. The role also prepares and presents financial plan alternatives, collaborates with Sales, delivers producer training and retirement planning seminars, researches technical questions, and maintains detailed records in accordance with applicable regulations and company policies. Occasional travel may be required.

This position requires a Certified Financial Planner designation and specified FINRA licenses. It reports to a Director or Associate Vice President and has no direct reports. The position is exempt and not eligible for overtime. Nationwide describes a normal office environment and requires a valid driver’s license with a satisfactory driving record. A credit and/or background check is required as part of the selection process.

Requirements

• Bachelor’s degree in finance.
• Certified Financial Planner (CFP) designation.
• FINRA Series 6 license; the posting also states the role requires FINRA licenses 6/63/65 or 7/66.
• Two years of experience in the financial services industry specializing in financial planning.
• Knowledge of Profiles, MoneyGuidePro, or similar financial planning software.
• Valid driver’s license and satisfactory driving record in accordance with Nationwide standards.
• Ability to obtain required federal and/or state licenses or registrations within the period designated by the business unit; additional licenses or registrations may be required as products and services are implemented.
• Must meet the position’s credit and/or background check requirement.

Nice To Haves

• In-depth understanding of the financial services industry, financial concepts, product knowledge, investment management, and client service strategies.
• Knowledge of investment products.
• Familiarity with property and casualty distribution.
• Superior analytical, organizational, research, initiative, and multitasking skills.
• Leadership skills, competencies, and experiences.

Responsibilities

• Advise customers and internal and external sales representatives on retirement income plan development, product features, administrative procedures, and appropriate new product recommendations.
• Review and/or prepare comprehensive financial plans and needs-based assessments using approved financial planning software.
• Prepare planning alternatives and recommendations and frame plans for presentation or delivery to clients.
• Partner with Sales to maintain awareness of open proposals and drive proposal status and outcomes.
• Develop and conduct producer training in the corporate office and in the field.
• Meet regulatory requirements and support and coordinate compliance with applicable laws, rules, and regulations.
• Follow firm compliance and supervisory policies, including anti-money laundering, Office of Foreign Asset Control, and privacy policies and procedures.
• Compile marketing intelligence, including sales activity, production, frequently asked questions, and customer objections.
• Research complex technical questions for the sales force on products, financial planning, tax issues, Social Security, and other retirement financial concerns.
• Conduct retirement planning seminars for customers and producers, virtually and in person upon request.
• Assist with entity-level presentations about retiree services, in writing or in person.
• Monitor legal changes affecting investments, retirement plans, and insurance products, and work with appropriate business areas to support ongoing compliance.
• Serve as a technical resource to Communications on retiree marketing efforts.
• Maintain detailed records of customer interactions, recommendations, and actions in accordance with applicable regulations.
• Perform other responsibilities as assigned.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Short- and long-term disability coverage
• Paid time off, with newly hired associates receiving a minimum of 18 days per full calendar year, prorated quarterly based on hire date
• Nine paid holidays
• Eight hours of Lifetime paid time off
• Eight hours of Unity Day paid time off
• 401(k) with company match
• Company-paid pension plan
• Business casual attire

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level