Financial Planner

We are seeking a highly skilled Financial Planner to join our team at Nationwide Private Client. As a Financial Planner, you will play a critical role in helping our clients achieve their financial goals and secure their retirement.

• Develop and implement comprehensive financial plans for clients, taking into account their unique needs and goals.
• Provide expert advice on investment products and services, including retirement income planning and wealth management.
• Collaborate with sales teams to ensure seamless delivery of financial solutions to clients.
• Stay up-to-date on industry trends and regulatory requirements, ensuring compliance with all relevant laws and regulations.
• Conduct regular training sessions for sales teams on financial planning and wealth management best practices.
• Compile and analyze market intelligence to inform business decisions and drive growth.
• Develop and maintain strong relationships with clients, providing exceptional customer service and support.

• Bachelor's degree in finance or a related field.
• FINRA 6 license and Certified Financial Planner designation required.
• Two years of experience in the financial services industry, with a specialization in financial planning.
• Superior analytical, organizational, research, initiative, and multi-tasking skills.

• A competitive salary and bonus structure.
• A comprehensive benefits package, including medical, dental, and vision insurance, as well as a 401(k) plan with company match.
• Opportunities for professional growth and development, including training and education programs.
• A dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional customer service.