Nationwide Financial
Financial Services
FinancialPlannerRetirementSolutions(Public/GovernmentSector)
“Financial Planner - Retirement Solutions (Public/Government Sector) at Nationwide Financial. Skills: Financial planning, Retirement solutions, Client advising. Advise customers on retirement income plan development. Explain product features”
Industry & Context.
Research complex technical questions
Occasional travel required, Valid credit check, Valid background check, Satisfactory driving record
What They're Looking For.
Must Have
FINRA 6 license required, CFP designation required, Series 6, 63, and 65 required, Series 7/66 required, Resident life insurance license required, Bachelor's degree in finance, Two years of experience in financial services, Specialization in financial planning, Valid driver's license
Nice to Have
Living within the territory or in a border city strongly preferred, An in-depth understanding of the industry, Knowledge of investment products, Familiarity with property and casualty distribution a plus
What You'll Do.
Advise customers on retirement income plan development
Explain product features
Explain administrative procedures
Make new product recommendations
Review financial plans
Prepare financial plans
Enter data for proposals
Prepare recommendations
Frame plan for presentation
Ensure awareness of open proposals
Drive status and outcome
Develop producer training
Conduct producer training
Meet regulatory requirements
Support applicable laws
Coordinate applicable rules
Adhere to firm compliance policies
Adhere to supervisory policies
Adhere to AML policies
Adhere to OFAC policies
Adhere to privacy 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
Record customer interactions
Record recommendations
How You'll Work.
Team & Collaboration
Versatile group of individuals; Client facing; Highly engaging work environment
Communication Scope
Entity-level presentations; Producer training
Applying for this Financial Planner - Retirement Solutions (Public/Government Sector) role?
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