Financial Planner - Retirement Solutions; Public​/Government

Overview

Remote Financial Planner role supporting the Kentucky government/public sector plan participants. Some travel within Kentucky may be required. Living within the territory or in a border city is strongly preferred. Role requires Series 6, 63, and 65 (or 7/66), resident life insurance license, and CFP designation. This is a G2 band position.

The Financial Planner supports Registered Representatives and Investment Advisor Representatives by using approved software to produce needs assessments and written financial plans, to drive a consistent sales process and client experience, and to identify cross-sell opportunities. The team values plan knowledge, multi-tasking ability, and a collaborative, client-facing environment.

• Advise customers and internal/external sales representatives on retirement income plan development, including explanation of product features and administrative procedures for owned products and appropriate new recommendations.
• Prepare comprehensive financial plans and needs-based assessments using approved planning software; develop alternatives and recommendations for client presentation/delivery.
• Collaborate with Sales to monitor open proposals and support achievement of outcomes.
• Develop and conduct producer training in the corporate office and in the field.
• Ensure compliance with regulatory requirements and applicable laws and regulations; adhere to firm policies (including AML/OFAC and privacy).
• Gather and analyze marketing intelligence (sales activity, production, FAQs, objections) to inform planning and client interactions.
• Research complex technical questions related to products, planning issues, tax considerations, Social Security, and retirement concerns for the sales force.
• Conduct retirement planning seminars for customers and producers (virtual and in-person as requested).
• Support in entity-level presentations where retiree services information is required.
• Maintain awareness of changing legal environments impacting investments, retirement plans, and insurance products.
• Coordinate with compliance, communications, advice, systems, sales, and administration to ensure ongoing compliance.
• Serve as a technical resource for retiree marketing efforts and maintain detailed records of client interactions and recommendations in compliance with regulations.

• Bachelor’s degree in finance or related field.
• FINRA Series 6 license and Certified Financial Planner (CFP) designation required; associates must obtain required federal/state licenses/registrations within the designated time period.
• Two years of experience in the financial services industry with specialization in financial planning.
• Knowledge of financial planning software (e.g., Profiles, Money Guide Pro) or similar tools.
• Strong understanding of investments, product knowledge, and client service strategies; familiarity with property and casualty distribution is a plus.
• Analytical, organized, research-focused, and able to multi-task; strong communication and interpersonal skills.
• Other criteria, leadership skills, and related experiences may take precedence as determined by leadership and HR.

• Overtime eligibility:
  Exempt; typical office environment with occasional travel as needed.
• Valid driver’s license with satisfactory driving record in line with Nationwide standards.
• Credit and background check required due to fiduciary responsibilities.

• Comprehensive benefits: medical/dental/vision, life insurance, short and long-term disability, paid time off (minimum 18 days per year pro-rated), paid holidays, and other paid time off programs.
• 401(k) with company match and company-paid pension plan; business casual attire; additional benefits available.
• Nationwide is an equal opportunity employer and is committed to diversity and inclusion. We prohibit discrimination and harassment and provide equal employment opportunities to all applicants and employees without regard to any protected characteristic.

Note:

This description reflects essential functions but not all duties. For recruitment specifics or agency considerations, see organizational policies. Compensation ranges reflect full-time roles and may be prorated for part-time arrangements.