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 duties as assigned.
Reporting Relationship: Reports to Director or Associate Vice President and does not have direct reports.
Typical Skills and Experience:
Education: Bachelor's degree in finance.
Experience: Two years of experience in the financial services industry with specialization in financial planning
Values: Regularly a
Benefits
Remote work options
Additional Information
Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! 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.
This role does require the candidate to have their Certified Financial Planner (CFP) designation, and they must also possess their FINRA 6, 63, 65 (or 7/66) & life insurance licenses.
This is a G2 band role.
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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.
Job Description
Nationwide · CA