Specialist, Investment Services
Nationwide (US) · Columbus, United States · 21d ago
Series 63 also required.
The hired associate must reside within 35 miles of the following location:
Columbus: One Nationwide Plaza, Columbus OH, 43215
Work schedule: 3 days in office, 2 days remote.
This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program.
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Job Description Summary
Do you want to create an impact by providing personalized investment guidance, retirement planning support, and end to end account servicing for Nationwide clients and retirement plan participants? Do you thrive at driving asset retention, new money growth, and outside asset consolidation while ensuring an exceptional client experience? If so, we want to hear from you!The Specialist, Investment Services (IAR) is a licensed, client facing advisor who provides personalized investment guidance, retirement planning support, and end to end account servicing for Nationwide clients and retirement plan participants. This role serves as a single point of accountability for advisory recommendations, rollover support, managed account guidance, and new account onboarding. Specialists drive asset retention, new money growth, and outside asset consolidation while ensuring an exceptional client experience and adherence to Reg BI and suitability standards.
Job Description
Key Responsibilities:
Deliver personalized investment and retirement planning guidance.
Conduct needs based assessments and recommend appropriate products, including managed accounts and annuity solutions.
Lead retention and rollover discussions with existing customers of NSLLC and Retirement Solutions and manage complex and large-dollar cases.
Drive new money growth into NSLLC accounts; identify opportunities for consolidation of outside assets.
Complete new account applications, execute trades and money movement, and maintain accurate documentation in Salesforce.
Maintain assigned trade queue coverage and uncover additional client needs during service interactions.
Collaborate with Operations, Service, Suitability, Compliance, and Retirement Specialists to resolve complex issues.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Manager.
Typical Skills and Experiences:
Education: Bachelor’s degree preferred, ideally in Business, Finance, Economics, or related field.
License/Certification/Designation: Series 7, Series 65, and Life & Health.
Experience: Three years of experience in financial services, sales, wealth management, or retirement planning services required; five years preferred. Experience in client-facing advisory, retirement transition support, or financial planning/needs analysis strongly preferred. Background in call center, client service, or high-volume client interaction roles beneficial. Demonstrated experience handling complex financial transactions or investment product discussions. Proven track record in sales growth, retention efforts, or relationship-building within a financial environment.
Knowledge, Abilities and Skills: Excellent verbal and written communication skills, with the ability to translate complex concepts into clear client‑friendly language. Strong interpersonal skills with the ability to build trust, deepen relationships, and lead nuanced financial discussions. Ability to conduct needs‑based assessments, analyze financial data, and deliver tailored recommendations. Comfortable working in a hybrid inbound/outbound call environment with strong follow‑through and case ownership. Proactive mindset with the ability to identify gaps, recommend enhancements, and collaborate across Operations, Service, Suitability, and Compliance teams.
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 Human Resource Business Partner.
Values: Regularly and consistently demonstrates the 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.
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.
NOTE TO EMPLOYMENT AGENCIES:
We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.The national salary range for Specialist, Investment Services : $60,000.00-$112,000.00The expected starting salary range for Specialist, Investment Services : $60,000.00 - $90,000.00