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class="mod-breadcrumbs__wrapper" aria-label="Breadcrumb"> <ol class="mod-breadcrumbs breadcrumb px-3 py-2"> <li class="mod-breadcrumbs__divider float-start"> <span class="divider icon-location icon-fw" aria-hidden="true"></span> </li> <li class="mod-breadcrumbs__item breadcrumb-item"><a href="/" class="pathway"><span>Home</span></a></li><li class="mod-breadcrumbs__item breadcrumb-item"><a href="/financial-advisors.html" class="pathway"><span>Financial Advisors</span></a></li><li class="mod-breadcrumbs__item breadcrumb-item active"><span>Affiliation Options</span></li> </ol> </nav> <div class="content_in"> <div class="com-content-article item-page"> <meta itemprop="inLanguage" content="en-GB"> <div class="page-header"> <h1> Affiliation Options </h1> </div> <div class="com-content-article__body"> <h2>Models Customized to Meet Your Needs</h2> <h3>Five Affiliation Programs:</h3> <p>As a Nationwide Planning advisor, there are five different ways to affiliate:</p> <ul class="normal"> <li>Independent Advisor</li> <li>Employee Advisor</li> <li>On-Premises Independent</li> <li>Advisor Trainee or Associate</li> <li>Professional Referring Partner Program</li> </ul> <p><br /> Whether you need full-spectrum “wire-house” support or are ready to make the move to full independence (or even if you’re looking for something in between), Nationwide Planning has a business model specially designed to meet the needs of your business.</p> <p> </p> <div class="table_responsive"> <table border="0" class="table_view_date" style="width: 100%;" cellspacing="0" cellpadding="0"> <tbody> <tr class="blue_tr"> <td align="center" bgcolor="#ffffff"> </td> <td align="center" valign="top" bgcolor="#2072a9">  Employee   Advisor  </td> <td align="center" valign="top" bgcolor="#2072a9">On-Premises Independent</td> <td align="center" valign="top" bgcolor="#2072a9">Independent Advisor</td> <td align="center" valign="top" bgcolor="#2072a9">Professional Referring Partner</td> </tr> <tr> <td align="center" bgcolor="#ffffff"> <h3>Model Overview</h3> </td> <td align="left" valign="top">Through Nationwide’s affiliate Nationwide Planning Associates, we offer the benefits of working with a firm while having full ownership of your business. At any time an employee advisor has the opportunity to transition to an independent model.</td> <td align="left" valign="top">Advisors can build and customize their business according to their needs and requirements. We provide you with a fully-outfitted, turn-key office space. You can the further customize your platform by electing additional services, support and software from a pay-as-you-go, ala carte menu.</td> <td align="left" valign="top">Advisors have the opportunity to operate as an independent contractor, while Nationwide supports your technology, back-office, and infrastructure support.</td> <td align="left" valign="top">Attorneys and Accountants can earn fees by referring clients to our financial advisors who will partner with you to provide objective investment advice and counseling.</td> </tr> <tr> <td align="center"> <h3>Product & Services</h3> </td> <td align="left" valign="top"> <ul> <li>Open architecture for:<br /> Mutual funds, ETFs, closed-End Funds, equities, and variable annuities</li> <li>Insurance</li> <li>Fixed Income Desk</li> <li>Alternative Investments/REITs</li> <li>Fee-based advisory and managed accounts</li> <li>Cash management</li> <li>Banking</li> <li>Lending</li> </ul> </td> <td align="left" valign="top"> <ul> <li>Open architecture for:<br /> Mutual funds, ETFs, closed-End Funds, equities, and variable annuities</li> <li>Insurance</li> <li>Fixed Income Desk</li> <li>Alternative Investments/REITs</li> <li>Fee-based advisory and managed accounts</li> <li>Cash management</li> <li>Banking</li> <li>Lending</li> </ul> </td> <td align="left" valign="top"> <ul> <li>Open architecture for:<br /> Mutual funds, ETFs, closed-End Funds, equities, and variable annuities</li> <li>Insurance</li> <li>Fixed Income Desk</li> <li>Alternative Investments/REITs</li> <li>Fee-based advisory and managed accounts</li> <li>Cash management</li> <li>Banking</li> <li>Lending</li> </ul> </td> <td align="left" valign="top">An extensive array of non-proprietary products and services so advisors have the freedom to offer appropriate solutions for your clients.</td> </tr> <tr> <td align="center"> <h3>Technology Package (link)</h3> </td> <td align="left" valign="top"> <ul> <li>Pershing’s NetX 360</li> <li>Customer Relationship Management Software</li> <li>Performance Management Reporting</li> <li>Financial Planning Programs</li> <li>Research and Investment Tools</li> <li>Client Account Aggregation</li> </ul> </td> <td align="left" valign="top"> <ul> <li>Pershing’s NetX 360</li> <li>Customer Relationship Management Software</li> <li>Performance Management Reporting</li> <li>Financial Planning Programs</li> <li>Research and Investment Tools</li> <li>Client Account Aggregation</li> </ul> </td> <td align="left" valign="top"> <ul> <li>Pershing’s NetX 360</li> <li>Customer Relationship Management Software</li> <li>Performance Management Reporting</li> <li>Financial Planning Programs</li> <li>Research and Investment Tools</li> <li>Client Account Aggregation</li> </ul> </td> <td align="left" valign="top"> </td> </tr> <tr> <td align="center"> <h3>Support Resources</h3> </td> <td align="left" valign="top"> <ul> <li>Compliance</li> <li>Tech Support</li> <li>Marketing</li> <li>Trade Processing</li> <li>Training & Development</li> <li>Sales Support</li> <li>Investment Analysis & Financial Planning</li> <li>Client Service Support</li> <li>Transitioning</li> <li>Practice Management</li> </ul> </td> <td align="left" valign="top"> <ul> <li>Compliance</li> <li>Tech Support</li> <li>Marketing</li> <li>Trade Processing</li> <li>Training & Development</li> <li>Sales Support</li> <li>Investment Analysis & Financial Planning</li> <li>Client Service Support</li> <li>Transitioning</li> <li>Practice Management</li> </ul> </td> <td align="left" valign="top"> <ul> <li>Compliance</li> <li>Tech Support</li> <li>Marketing</li> <li>Trade Processing</li> <li>Training & Development</li> <li>Sales Support</li> <li>Investment Analysis & Financial Planning</li> <li>Client Service Support</li> <li>Transitioning</li> <li>Practice Management</li> </ul> </td> <td align="left" valign="top"> </td> </tr> <tr> <td align="center"> <h3>Benefits</h3> </td> <td align="left" valign="top">A full package including: <ul> <li>Medical, Dental, Life, and DI insurance</li> <li>FICA</li> <li>FUTA/SUTA</li> <li>401K Match</li> </ul> </td> <td align="left" valign="top"> </td> <td align="left" valign="top"> </td> <td align="left" valign="top"> </td> </tr> <tr> <td align="center"> <h3>Location/Office</h3> </td> <td align="left" valign="top"> <ul> <li>Fully outfitted office   space</li> <li>No rent, utilities, or stationary/office supplies expense</li> </ul> </td> <td align="left" valign="top">Managed office space</td> <td align="left" valign="top">You decide where you want to establish your business</td> <td align="left" valign="top"> </td> </tr> </tbody> </table> </div> </div> </div> <div id="mod-custom162" class="mod-custom custom"> <div class="top_sTwo">Other Related Topics...</div> <div class="wrap_link"> <ul class="wrap_link_style2"> <li><a href="/financial-advisors/clearing.html" class="bottomMenuActive">Clearing</a></li> <li><a href="/financial-advisors/the-nationwide-difference.html" class="">The Nationwide Difference</a></li> <li><a href="/financial-advisors/affiliation-options.html" class="">Affiliation Options</a></li> <li><a href="/financial-advisors/wealth-management-products-a-services.html" class="">Wealth Management Products & Services</a></li> </ul> <ul class="wrap_link_style2 list_indent"> <li><a href="/financial-advisors/technology-tools-a-resources.html" class="">Technology, Tools, & Resources</a></li> <li><a href="/financial-advisors/advisor-services-a-support.html" class="">Advisor Services & Support</a></li> <li><a href="/financial-advisors/advisor-compensation-a-benefits.html" class="">Advisor Compensation & Benefits</a></li> <li><a href="/financial-advisors/join-our-team.html" class="">Join Our Team</a></li> </ul> <ul class="wrap_link_style2"> <li><a href="/financial-advisors/in-their-words.html" class="">In Their Words</a></li> <li><a href="/financial-advisors/frequently-asked-questions.html" class="">Frequently Asked Questions</a></li> </ul> </div></div> </div> </div> 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