Nationwide Financial is seeking a remote Financial Planner to support Retirement Solutions, primarily serving East Coast markets. Ideal candidates live near a major metropolitan airport along the East Coast. Travel may be required, and CFP designation with FINRA licenses is required.
The role involves producing needs assessments and financial plans for clients, driving a consistent sales process, and cross-selling opportunities while ensuring regulatory compliance and strong client service.
#J-18808-LjbffrRemote CFP: Retirement Planning Specialist in northern at Unknown Company
This position is listed as full time and able to be worked remotely.