Financial Planner - Retirement Solutions; Public​/Government

Overview

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales? If so, Nationwide® could be the place for you. This remote Financial Planner role will work with the state of Kentucky plan supporting their government/public sector plan participants. Occasional travel within the state of Kentucky is required. Living within the territory or a border city is strongly preferred.

The role requires Series6,63,65 (or 7/66), a resident life insurance license, and the CFP designation. This is a G2 band position.

• Advises customers and internal and external sales representatives on retirement income plan development, explains product features and administrative procedures, and recommends new products as appropriate.
• Reviews and/or prepares comprehensive financial plans and needs‑based assessments using approved financial planning software, prepares alternatives, and frames the plan for presentation to the client.
• Partners with Sales to ensure awareness of open proposals and drives status and outcome.
• Develops and conducts producer training in the corporate office and in the field.
• Meets all regulatory requirements and coordinates under applicable laws, rules, and regulations.
• Adheres to all firm compliance and supervisory policies, including anti‑money laundering, OFAC, and privacy policies.
• Compiles marketing intelligence, including sales activity, production, FAQs, and objections raised by customers.
• Researches complex technical questions for the sales force on products, planning issues, tax, Social Security, and other retirement concerns.
• Conducts periodic retirement planning seminars for customers and producers, both virtually and in person upon request.
• Assists in entity‑level presentations (written or in person) where retiree services information is required.
• Maintains awareness of changing legal environment as it impacts investments, retirement plans, and insurance products.
• Works with compliance, communications, advice, systems, sales, and administration to ensure ongoing compliance.
• Acts as a technical resource to communications on retiree marketing efforts.
• Maintains detailed records of customer interactions, recommendations, and actions according to regulations.
• May perform other responsibilities as assigned.

Reporting Relationship:
Reports to a Director or Associate Vice President and does not have direct reports.

• Education:
  
  Bachelor’s degree in finance.
• License/Certification/Designation: FINRA6 license and Certified Financial Planner designation required; must obtain required federal and/or state licenses/registrations within the designated time period.
• Experience:
  
  Two years in the financial services industry with a specialization in financial planning.
• Knowledge of Profiles or Money Guide Pro or similar financial planning software.
• In‑depth understanding of financial concepts, product knowledge, investment management, and client service strategies.
• Knowledge of investment products and familiarity with property and casualty distribution is a plus.
• Superior analytical, organizational, research, initiative, and multitasking skills.

• Overtime Eligibility:
  Not Eligible (Exempt).
• Working Conditions:
  
  Normal office environment; occasional travel; must have a valid driver’s license with a satisfactory driving record.
• ADA:
  This section covers the 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/Background Check: A valid credit and/or background check will be required as part of the selection process.

• Medical, dental, and vision coverage.
• Life insurance and short/long‑term disability coverage.
• Paid time off: minimum of 18 days in the first full calendar year, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off.
• 401(k) with company match and company‑paid pension plan.
• Business casual attire and additional unspecified benefits.

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.