Financial Planner

Nationwide
Indiana
Workplace: RemoteFull timeUSD 87,000 - 131,000 annuallyFunction: Finance & AccountingExperience: 2+ yearsEducation: bachelorsSkills: ["Consultative communication","Analytical problem-solving","Cross-functional partnership","Organization","Presentation"]

Partner with registered representatives and retirement specialists to turn retirement and financial information into actionable needs assessments and financial plans. Build plans in approved planning software (NaviPlan by InvestCloud), explain product features and administrative procedures, answer complex retirement and tax questions, and support advisors and sales partners on proposals and cross-sell opportunities. Deliver client and producer education through one-on-one conversations, webinars, seminars, and occasional in-person travel while meeting regulatory and compliance requirements.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Nationwide
Nationwide
1 day ago

Financial Planner

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Partner with registered representatives and retirement specialists to turn retirement and financial information into actionable needs assessments and financial plans. Build plans in approved planning software (NaviPlan by InvestCloud), explain product features and administrative procedures, answer complex retirement and tax questions, and support advisors and sales partners on proposals and cross-sell opportunities. Deliver client and producer education through one-on-one conversations, webinars, seminars, and occasional in-person travel while meeting regulatory and compliance requirements.
Location: Indiana
Workplace: Remote
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Advise customers and internal/external sales representatives on retirement income plan development, including product features, administrative procedures, and new product recommendations.
  • •Review and/or prepare comprehensive financial plans and needs-based assessments by entering data for proposals using approved financial planning software.
  • •Prepare alternatives and recommendations and frame plans for client presentation and delivery.
  • •Partner with Sales to track open proposals and drive proposal status and outcomes.
  • •Support regulatory compliance and act as a technical resource for product/planning questions, including assisting with seminars and occasional in-person travel.
Travel: Low travel

Pay and Benefits

Salary: USD 87,000 - 131,000 annually
Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityPaid Leave401kPension PlanPaid HolidaysDisability Coverage

Key Requirements

  • •FINRA Series 6 or Series 7 license and Certified Financial Planner (CFP) designation required.
  • •Bachelor’s degree in finance.
  • •Two years of experience in the financial services industry with specialization in financial planning.
  • •Ability to use financial planning software such as NaviPlan by InvestCloud, Profiles, or Money Guide Pro.
  • •Strong retirement and financial planning knowledge, including ability to translate technical information into practical recommendations.
Experience:2+ yearsFinancial servicesFinancial planningRetirement planning
Education:Bachelor's in finance
Skills:Consultative communicationAnalytical problem-solvingCross-functional partnershipOrganizationPresentation
Licenses:FINRA Series 6FINRA Series 7
Certifications:Certified Financial Planner (CFP)FINRA Series 6FINRA Series 7
Tech Stack:NaviPlan by InvestCloudProfilesMoney Guide ProWebinars

Company Brief

Nationwide
Nationwide is a mutual insurance and financial services company offering auto, home, life insurance, retirement planning, investments, and banking products for individuals and businesses across the United States.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Established Company
Headquarters: Columbus, United States
Founded: 1926
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn