Certified Financial Planner - Retirement Solutions

Overview Nationwide Financial is a Fortune 100 company with nearly $70billion in annual sales. This fully remote Financial Planner position supports our Retirement Solutions team and requires a CFP designation and FINRA 6, 63, 65 (or 7/66) and life insurance licenses. Candidates should reside in Northern California, preferably within driving distance of Sacramento, and be willing to travel as needed. Key Responsibilities Advise customers and internal and external sales representatives on retirement income plan development, including product feature explanations, administrative procedures, and new product recommendations. Review and prepare comprehensive financial plans and needs‑based assessments using approved financial planning software. Prepare alternatives and recommendations and frame the plan for presentation or delivery to the client. Partner with Sales to ensure awareness of open proposals, drive status, and outcome. Develop and conduct producer training in the corporate office and in the field. Meet all regulatory requirements and support coordination under applicable laws, rules, and regulations. Adhere to all firm compliance and supervisory policies, including anti‑money laundering, OFAC, and privacy policies. Compile marketing intelligence, including sales activity, production, FAQs, and customer objections. Research complex technical questions for the sales force on products, planning issues, tax issues, Social Security, and other retirement concerns. Conduct periodic retirement planning seminars for customers and producers virtually and in person as needed. Assist in entity‑level presentations, in writing or in person, on retiree services. Maintain awareness of changing legal environments affecting investments, retirement plans, and insurance products. Work with compliance, communications, advice, systems, sales, and administration to ensure ongoing compliance. Act as a technical resource for communications on retiree marketing efforts. Maintain detailed records of customer interactions, recommendations, and actions per regulations. Perform other duties as assigned. Reporting Relationship Reports to Director or Associate Vice President; no direct reports. Typical Skills and Experience Education: Bachelor’s degree in finance. Licenses/Certifications: FINRA 6 license and Certified Financial Planner designation required. Associates must obtain the required federal and/or state licenses within the designated time period. Experience: Two years in the financial services industry with specialization in financial planning. Knowledge: Familiarity with Profiles or Money Guide Pro or similar financial planning software; in‑depth understanding of industry concepts, product knowledge, investment management, and client service strategies. Skills: Superior analytical, organizational, research, initiative, and multitasking skills. Job Conditions Overtime Eligibility: Not Eligible (Exempt). Working Conditions: Normal office environment; occasional travel as needed. ADA: Valid credit and background checks required for fiduciary account functions. Benefits Medical, dental, and vision coverage Life insurance Short‑ and long‑term disability coverage Paid time off: minimum 18 days per calendar year pro‑rated quarterly; nine paid holidays; 8 hours of Lifetime PTO; 8 hours of Unity Day PTO 401(k) with company match Company‑paid pension plan Business casual attire allowance Equal Opportunity Employment Nationwide is an equal‑opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected, and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic protected by applicable law. Compensation National salary range for Financial Planner: $87,000.00–$162,000.00. Expected starting salary range: $87,000.00–$131,000.00. #J-18808-Ljbffr Nationwide Mutual Insurance Company