This position is responsible for delivering comprehensive financial planning and investment advice across the greater Midwest territory, including Columbus, OH. PRCs serve as a differentiator for Nationwide by offering complimentary financial planning as part of Nationwide’s standard participant service model.

In addition to this support, this role will also serve as a retail investment adviser through Nationwide Securities, LLC., offering investment and protection products where appropriate.

Job Requisition: 89430

Key Responsibilities: 

• Create and sustain business development strategies across regions that offer a comprehensive approach to financial planning and advice, with the goal of strengthening relationships, building trust, and enhancing Nationwide's brand credibility.
• Meet with customers and plan sponsors onsite and virtually to deliver comprehensive financial planning and group education.
• Employ a consultative approach to meet and interview customers, understand, and prioritize their financial goals, analyze data using best-in-class financial planning software, and deliver comprehensive financial plans to facilitate better decision-making.
• Serve as an Investment Adviser Representative (IAR) to deliver fiduciary investment advice.
• Develop and present alternative solutions and recommendations, framing them for client delivery.
• Ensure compliance with all regulatory requirements and coordinate support under applicable laws, rules, and regulations.
• Follow firm compliance and supervisory policies, including anti-money laundering, Office of Foreign Asset Control, and privacy policies and procedures.
• Gather and analyze marketing intelligence, including sales activity, production data, frequently asked questions, and customer objections.
• Research and resolve complex technical questions for the sales force regarding products, planning issues, tax matters, Social Security, and other retirement financial concern.
• Conduct retirement planning seminars for customers and producers, both virtually and in-person, as requested.
• Assist in preparing and delivering entity-level presentations on retiree services, both in writing and in person.
• Stay informed about changes in the legal environment affecting investments, retirement plans, and insurance products, and work with relevant departments to ensure ongoing compliance.
• Maintain detailed records of customer interactions, recommendations, and actions in accordance with regulatory requirements.

 Interested candidates should have:

• 3 to 5 years of progressively responsible experience in Retirement Solutions Sales, Sales Management, Relationship Management, Financial Planning, Securities Operations, Sales, Supervision or Compliance
• FINRA Series 6, 63, and 65 and resident life insurance required. Associates must obtain necessary federal/state licenses within the designated time frame. Additional licenses may be needed for new products/services. Failure to obtain required licenses will result in ineligibility to continue in the position.
• Certified Financial Planning® designation required.
• Strong oral and written communication skills. Proven experience managing financial services staff. Knowledge of Retirement Solutions processes and sales. Flexibility for non-standard or extended work hours. Proficient with personal computers and business software.

Link to apply here: Nationwide Careers

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