Financial Planner - Retirement Solutions

Nationwide Mutual Insurance • Chicago, OH

3d

About The Position

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This position will support our Retirement Solutions team serving our clients in the Central Region of Ohio. Living in Ohio or in the greater Chicagoland or Detroit metropolitan area is preferred. This role will require the candidate to be a Certified Financial Planner (CFP) and they must have the FINRA 6, 63 & 65 or 7 & 66 licenses. This is a G2 band role. #LI-COLE Job Description Summary 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.

Requirements

• Bachelor’s degree in finance.
• 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.
• 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.
• Superior analytical, organizational, research, initiative and multi-tasking skills.
• Must have a valid driver’s license with satisfactory driving record in accordance with Nationwide standards.
• Due to the fiduciary account abilities within this job, a valid credit and/or background check will be required as part of the selection process.

Nice To Haves

• Familiarity with property and casualty distribution a plus.

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.
• May perform other responsibilities as assigned.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees