Financial Planner - Retirement Solutions (public/government Sector)

Nationwide Mutual Insurance Company

Kentucky, US
Base: $87,000.00-$162,000.00; starting range: $87,...
Fully remote
Series 6 license required
Series 63 license required
Series 65 or 7/66 license required
This remote role supports the state of Kentucky plan participants within a Fortune 100 company delivering extraordinary care

Job Summary

  • This remote role supports the state of Kentucky plan participants within a Fortune 100 company delivering extraordinary care.
  • The position involves advising customers and sales representatives on retirement income plan development while preparing comprehensive financial plans using approved software.
  • Candidates must hold specific FINRA licenses (Series 6, 63, and 65 or 7/66) along with a CFP designation and resident life insurance license.

Matching Summary

This remote role supports the state of Kentucky plan participants within a Fortune 100 company delivering extraordinary care.

Salary

Base: $87,000.00-$162,000.00; Starting Range: $87,000.00 - $131,000.00; Benefits: Medical/dental/vision, 401(k) match, company-paid pension, 18+ days PTO

Skills & Requirements

Must-have

  • Series 6 license required
  • Series 63 license required
  • Series 65 or 7/66 license required
  • CFP designation required
  • Resident life insurance license required
  • Financial planning software proficiency

Nice-to-have

  • Familiarity with property and casualty distribution
  • Ability to multi-task in busy environment
  • Strong analytical and research skills
  • Experience conducting seminars
  • Knowledge of tax and Social Security issues

Key Requirements

  • Bachelor's degree in finance
  • Two years of financial services experience
  • FINRA Series 6, 63, and 65 licenses
  • Certified Financial Planner (CFP) designation
  • Valid driver's license with satisfactory record

Work Rights

Not specified

Tailored Resume

Cover Letter