Personal Retirement Consultant

I’m excited to announce an opening for a Personal Retirement Counselor within the Retirement Resource Group. 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.

Payband: G2

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.