- Pay
- $56–105k
- Where
- Ohio - Columbus, One Nationwide Plaza
- Level
- Mid
Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.
Active Series 6 or 7 and Series 63 registrations are preferred. Because this role includes trade-related responsibilities, candidates who do not yet hold all required registrations will be expected to obtain them while completing onboarding and any additional licensing requirements.
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
Are you interested in developing sales skills and learning how to identify opportunities in the Financial Services industry? Are you passionate about improving the financial wellbeing for clients? 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, want to grow and learn and develop your expertise in financial services, we want to know more about you!
As a Senior Analyst, you will have the opportunity to develop a future career as a financial advisor by assisting the Investment Specialists and identifying clients with potential financial needs. You will provide education, issue resolution and transactional service to Nationwide Securities LLC (NSLLC) clients using concierge type service. You’ll receive inbound calls and make outbound calls to clients providing important account information, resolving outstanding issues or provide notice of account or paperwork issues. The objective for both inbound and outbound calls are to deepen client relationships, provide access to our in-house team of financial advisors and ultimately, retain and grow our client assets.
Job Description
Key Responsibilities:
Proactively builds relationships with clients by introducing Investment Specialists to qualified, warm leads from our Solutions Center. Partners with Investment Specialists to understand financial needs and consult on how NSLLC products and services may benefit the client.
Identifies retention opportunities as a result from beneficiary claims and creates successful transition from claim to new account with beneficiaries.
Initiates calls to targeted clients to discuss financial goals and encourage meetings with Investment Specialists. Also, conducts outbound calls to clients to provide additional information, resolve outstanding issues, answer questions or to provide notice of account or paperwork issues.
Completes account reviews to assist Investment Specialists and provide information on client’s current investments and financial goals.
Provides market insights and education to clients on available products and services at NSLLC.
Receives and responds to calls and contacts from existing and/or prospective customers of the broker-dealer. Provides education, issue resolution and transactional service to NSLLC clients using concierge type service. Acts as first point of contact for escalated client situations.
Receive inboard calls to NSLLC trade desk and perform brokerage reports as assigned.
Supports operational functions to effectively serve our clients including money movement, account opening and paperwork resolution.
Maintains up-to-date records of all conversations and is adept with broker-dealer systems.
Achieves…