Specialist, Investment Services

Nationwide Mutual Insurance•Columbus, OH

6d•Hybrid

About The Position

Do you want to create an impact by providing personalized investment guidance, retirement planning support, and end to end account servicing for Nationwide clients and retirement plan participants? Do you thrive at driving asset retention, new money growth, and outside asset consolidation while ensuring an exceptional client experience? If so, we want to hear from you! The Specialist, Investment Services (IAR) is a licensed, client facing advisor who provides personalized investment guidance, retirement planning support, and end to end account servicing for Nationwide clients and retirement plan participants. This role serves as a single point of accountability for advisory recommendations, rollover support, managed account guidance, and new account onboarding. Specialists drive asset retention, new money growth, and outside asset consolidation while ensuring an exceptional client experience and adherence to Reg BI and suitability standards.

Requirements

Series 63 also required.
The hired associate must reside within 35 miles of the following location: Columbus: One Nationwide Plaza, Columbus OH, 43215
Bachelor’s degree preferred, ideally in Business, Finance, Economics, or related field.
Series 7, Series 65, and Life & Health.
Three years of experience in financial services, sales, wealth management, or retirement planning services required; five years preferred.
Experience in client-facing advisory, retirement transition support, or financial planning/needs analysis strongly preferred.
Background in call center, client service, or high-volume client interaction roles beneficial.
Demonstrated experience handling complex financial transactions or investment product discussions.
Proven track record in sales growth, retention efforts, or relationship-building within a financial environment.
Excellent verbal and written communication skills, with the ability to translate complex concepts into clear client‑friendly language.
Strong interpersonal skills with the ability to build trust, deepen relationships, and lead nuanced financial discussions.
Ability to conduct needs‑based assessments, analyze financial data, and deliver tailored recommendations.
Comfortable working in a hybrid inbound/outbound call environment with strong follow‑through and case ownership.
Proactive mindset with the ability to identify gaps, recommend enhancements, and collaborate across Operations, Service, Suitability, and Compliance teams.

Nice To Haves

Five years preferred experience in financial services, sales, wealth management, or retirement planning services.
Experience in client-facing advisory, retirement transition support, or financial planning/needs analysis strongly preferred.
Background in call center, client service, or high-volume client interaction roles beneficial.

Responsibilities

Deliver personalized investment and retirement planning guidance.
Conduct needs based assessments and recommend appropriate products, including managed accounts and annuity solutions.
Lead retention and rollover discussions with existing customers of NSLLC and Retirement Solutions and manage complex and large-dollar cases.
Drive new money growth into NSLLC accounts; identify opportunities for consolidation of outside assets.
Complete new account applications, execute trades and money movement, and maintain accurate documentation in Salesforce.
Maintain assigned trade queue coverage and uncover additional client needs during service interactions.
Collaborate with Operations, Service, Suitability, Compliance, and Retirement Specialists to resolve complex issues.
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