Nationwide Financial
Financial Services
CertifiedFinancialPlanner
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Certified Financial Planner at Nationwide Financial. Skills: Financial planning, Retirement solutions, Client advising. Advise customers on retirement income plan development. Explain product features”
Industry & Context.
Research complex questions; Analytical skills; Initiative skills
Some travel required, Valid credit check, Valid background check
What They're Looking For.
Must Have
Certified Financial Planner designation, FINRA 6 license, FINRA 63 license, FINRA 65 license, FINRA 7/66 license, Life insurance licenses, Bachelor's degree in finance, Two years financial services experience, Two years financial planning specialization
Nice to Have
Familiarity with property and casualty distribution
What You'll Do.
Advise customers on retirement income plan development
Explain product features
Explain administrative procedures
Make new product recommendations
Prepare financial plans
Prepare needs based assessments
Enter data for proposals
Frame plan for presentation
Ensure awareness of open proposals
Develop producer training
Conduct producer training
Meet regulatory requirements
Support applicable laws
Coordinate under rules
Adhere to firm policies
Compile marketing intelligence
Research technical questions
Conduct retirement planning seminars
Assist in entity-level presentations
Maintain awareness of legal environment
Act as technical resource
Maintain detailed records
How You'll Work.
Team & Collaboration
Support Registered Representatives; Support Investment Advisor Representatives; Partners with Sales
Communication Scope
Client presentations; Producer training
Full Job Description
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. #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. ******Job Description****** **Key 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
Applying for this Certified Financial Planner role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Nationwide Financial?
Real rants from real employees. Read before you apply.