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Remote CFP: Retirement Planning Specialist

Remote / Online - Candidates ideally in
Raleigh, Wake County, North Carolina, 27601, USA
Listing for: Nationwide
Remote/Work from Home position
Listed on 2026-10-16
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 87000 - 162000 USD Yearly USD 87000.00 162000.00 YEAR
Job Description & How to Apply Below

Nationwide is seeking a remote Financial Planner to support Retirement Solutions on the East Coast. You will produce needs assessments and financial plans, aiding in a consistent sales process and cross-sell opportunities. Role involves travel and requires CFP designation with FINRA licenses.

You’ll partner with registered reps to deliver client-centric retirement solutions and training. The ideal candidate has 2+ years in financial planning, strong software skills (Money Guide Pro/Profiles),

Join us at Nationwide as our next Remote CFP:
Retirement Planning Specialist in Raleigh, NC, United States.

This posting is for the Remote CFP:
Retirement Planning Specialist role at Nationwide, based in Raleigh, NC, United States.

We are looking to fill the Remote CFP:
Retirement Planning Specialist position at Nationwide in Raleigh, NC, United States.

The Remote CFP:
Retirement Planning Specialist role at Nationwide is now open for applications in Raleigh, NC, United States.

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