The upcoming Forum is taking place Monday, April 3, 2023 from 2-3 pm ET. The virtual event is free to attend and will dive into the advisory careers segment from the 12 Tribes of Financial Planning model. Register to attend here.
What are the major opportunities you see for young professionals entering the industry seeking an advisory career?
There is a major opportunity to have a fulfilling career helping people meet their retirement/investment goals while also having a stable and strong career within an industry that continues to grow.
Did you consider entering the wealth management industry when you were a student?
I did not but would if I could go back. Quite candidly, I didn’t have opportunities like the panel discussion to learn more about the financial service industry and advisement. I only was aware of the basics in college (401(k), etc.) and not the wide range of investment products.
If you could go back to your Junior or Senior year of college knowing what you know now, how would you change your approach to job hunting?
I would have changed my major and focused on business administration with specific focus in finance. I would have begun exploring (while still in school) obtaining my SIE and/or CFA.
What do you see for the future of the advisory career sector?
The sector and job market will remain strong whether you focus on individual advising or B2B distribution. [vc_row_inner][vc_column_inner width=”1/4″][/vc_column_inner][vc_column_inner width=”3/4″]As Director, Talent Acquisition, Chuck is responsible for recruiting, leadership, strategies, and directives as it relates to Nationwide’s corporate functions that include Human Resources, Finance, Internal Audit, Marketing, the Customer Office, and Nationwide’s financial services arm Nationwide Financial. Chuck was also the previous leader for the University Relations/Recruiting department.
Prior to Nationwide, Chuck spent five years in the recruiting field in various sectors. He began his recruiting career with Maxim Healthcare Services in Cleveland, Ohio and went on to run their Detroit operations. Following Maxim, Chuck spent time recruiting sales professionals for various companies across the country and was a Recruiting Manager with Robert Half in their Finance/Accounting department before joining Nationwide.
Chuck has partnered with the Ohio Insurance Industry Advisory Board on their strategic strategies/partnerships with Ohio colleges and has been quoted in various Columbus periodicals, the Wall Street Journal and Diversity/Careers on the job market and university recruiting strategies. He has also been the United Way Lead for the HR organization at Nationwide with focus on participation strategies in 2008 and 2009 and served in other capacities the prior two years. Chuck obtained his Certified Internet Recruiter and Certified Diversity Recruiter certificates from AIRS in 2006 and holds an undergraduate degree in Telecommunications Administrative Management/Business Administration from Ohio University.[/vc_column_inner][/vc_row_inner]