Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.
This Columbus based hybrid position is compensation grade E3.
Are you passionate about helping clients achieve better financial outcomes? Do you excel at building strong client relationships and solving challenges with exceptional service? If so, we want to hear from you!
We are seeking a Financial Advisor with a FINRA Series 7 and 66 (required) to join our team. The selected candidate must also obtain a life and health insurance license within 120 days of hire. In this role, you will retain and grow our current clients, provide investment solutions and advice tailored to client needs and offer market insights, education, and advice across our product offerings.
Job Description Summary
Success on our team is directly related to embracing change, providing exceptional customer service and having a passion for getting things done right. We work together to build our business and grow profitably, with unwavering attention to detail. If you are naturally curious, interested in investments and markets, and want to grow and learn and develop your expertise in financial services, we want to know more about you!
As a Senior Analyst, you’ll support the investment and advice needs of NSLLC clients in a call center environment. You will build and deepen client relationships by providing market insights, education, and advice across the product offering.
Job Description
Key Responsibilities:
Receives and responds to calls and contacts from existing and/or prospective customers of the broker-dealer. Provides investment and market insight, education, and advice to NSLLC clients using concierge type service.
Builds and deepens relationships with existing client base by providing them with exceptional service and investment solutions
Support operational functions to effectively serve our clientele, i.e. trading, money movements, account opening
Use best interest processes to gain a full understanding of our clients’ situation and present all appropriate solutions; including but not limited to investments, digital tools and solutions, products, and services
Maintains up-to-date records of all conversations and is adept with broker-dealer systems.
Documents all client interactions according to team procedures.
Works in the structure of a call center, providing scheduled availability to the phone lines and strictly adhering to planned work schedules.
Communicates information effectively and confidently and in an easy to understand manner with customers. Understands when to involve the appropriate partners to ensure resolution of the issue. Follows up to ensure completion. Provides concierge type service in making outbound calls to clients to answer any remaining questions and close out the interaction.
Knows and uses broker-dealer policy, procedures and staffing roles to facilitate issue resolution and provide answers to questions.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Manager and does not have direct or indirect reports.
Typical Skills and Experiences:
Education: undergraduate degree in business or finance preferred.
License/Certification/Designation: FINRA Series 7 and 66 required. Associates must obtain the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails or is unable to acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position.
Experience: Three years of experience in the financial services industry preferred, and/or a customer service/ call center role.
Knowledge, Abilities and Skills: Strong verbal and written communication skills. Working knowledge of insurance or financial business processes. Non-standard or extended work may be required based on project needs. Ability to operate a personal computer and business software. Subject matter authority and understands the broker-dealer business model, products and operational procedures and policies. Excellent communication skills, especially over the phone. Ability to problem solve and a demonstrated ability to diffuse confrontational calls and decipher problems to determine proper course of action, while maintaining focus on finding a resolution. Ability to conduct transactional level service for the client when possible and needed.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring manager’s leader and HR Business Partner.
Values: Regularly and consistently demonstrates Nationwide Values.
Job Conditions:
Overtime Eligibility: Not Eligible (Exempt)
Working Conditions: Normal office environment
ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
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Benefits
We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.
Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
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