What are the responsibilities and job description for the Financial Planner - Retirement Solutions position at Nationwide Private Client?
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 is a remote position twill support our Retirement Solutions team in the territory of the greater Phoenix, AZ metropolitan area.
This is a G2 band role.
LI-COLE
Job Description Summary
Compensation Grade : G2 Payband
JOB SUMMARY : To support Registered Representatives and Investment Advisor Representatives by using approved software to produce needs assessments and financial plans, in writing, to drive a consistent sales process / client experience and assist producers in identifying additional cross-sell opportunities.
Job Description
RELATIONSHIP : Reports to Director or AVP.
JOB RESPONSIBILITIES :
1. Reviews and / or prepares comprehensive financial plans and needs based assessments by entering data for proposals using approved financial planning software.
2. Prepares alternatives and recommendations while also framing the plan for presentation / delivery to the client.
3. Partners with Sales Partners to ensure awareness of open proposals with producers to drive status and outcome.
4. Meets all regulatory requirements, supports, and coordinates under applicable laws, rules and regulations.
5. 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.
6. Performs other duties as assigned.
JOB REQUIREMENTS :
Education : Bachelor’s Degree in Finance.
License / Certifications : FINRA 6; CFP, strongly preferred. Associates must obtain the required Federal and / or state licenses / registrations within the time period designated by the business unit. Additional licenses / registrations may be required when new products and services are implemented. If an associate fails or is unable to obtain required licenses / registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position.
Experience : Two years of experience Financial Services industry with specialization in Financial Planning
Knowledge : 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. Familiarity with Property & Casualty Distribution a plus.
Skills / Competencies : Superior analytical, organizational, research, initiative and multi-tasking skills.
Values : Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors.
Staffing Exceptions to the above minimum job requirements must be approved by : AVP and HR
JOB CONDITIONS :
Overtime Eligibility : Not Eligible (Exempt).
Working Conditions : Normal office environment.
ADA : The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
Credit Check : Due to the fiduciary account abilities within this job, a valid credit check and / or background check will be required as part of the selection process.
Job Function / Family : CUS / OPS
Benefits
We have an array of benefits to fit your needs, including : 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, and more.
