We partner with our various business units to drive strategic initiatives and set the future direction of NerdWallet.

San Francisco, CA or Remote (Based in the U.S.)

Senior Financial Planner

Join us as one of the founding financial planners of NerdWallet Advisors - a financial planning subsidiary of NerdWallet Inc. This role will work directly with clients to onboard and create their financial action plans, while also playing an important role in contributing to our advisor team growth. The Senior Financial Planner is responsible for building a long-term client relationship such that the client can return regularly to speak with this advisor about all of their financial needs and questions. 
The role will require time-management skills surrounding client calls and action plan creation. As we build and scale our technology, this person will have to be flexible to adapt to improvements and changes to the advisor platform. Providing helpful feedback will be critical in our growth. It will be important to bring your financial planning experience to provide accurate and insightful advice to clients from backgrounds ranging from new in their career/working lives all the way to retirees. 
Most importantly, this role will be flexible to meet business needs. As a startup within a larger organization, we are evolving quickly, and are looking to find a world-class financial planner who is interested in translating their experience to both a product and to a team, and are comfortable with the ambiguity that a fast growing company brings.

Projects you may be working on in this position include: 

  • Providing feedback on our Financial Planning Process & Guidelines

Where you can make an impact: 

  • Create a great consistent experience for our clients
  • Provide creative and appropriate financial recommendations to clients
  • Maintain a culture that makes advisors comfortable and enjoy working every day
  • Help identify areas of improvement to our product and process as you work with clients

You are:

  • Empathetic and compassionate 
  • Hard-working and good with ambiguity
  • Process-driven and enjoy fixing problems
  • A good communicator and strong writer

Your experience:

We recognize not everyone will meet all of the criteria. If you meet most of the criteria below and you’re excited about the opportunity and willing to learn, we’d love to hear from you.
  • CFP
  • 4+ years financial planning or investment experience
  • Has experience working with stakeholders such as product and business operations, people management experience is a plus 


  • This role will be based in San Francisco, CA or remote (based in the U.S.).
  • We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.

What we offer:

Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)
  • Industry-leading medical, dental, and vision health care plans for employees and their dependents
  • Rejuvenation Policy – Flexible Time Off + 13 holidays + 4 Mental Health Days Off
  • New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care
  • Mental health support through Headspace
  • Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar 
  • Paid sabbatical for Nerds to recharge, gain knowledge and pursue their interests
  • Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution
  • Weekly Virtual Bootcamp, Yoga, and Mindfulness Meditation sessions
  • Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend
Have Some Fun! (Nerds are fun, too)
  • Nerd-led group initiatives – Intramural Sports, Employee Resource Groups for Parents, Diversity and Inclusion, Women, LGBTQIA, and other communities
  • Hackathons, Happy Hours, and team events across all teams and departments
  • Company-wide events like Little Nerds Day (aka bring your kids to work day, even if you're remote!) and our annual Charity Auction 
Lifestyle (Be your best self - we’ll take care of the details)
  • Our Nerds love to make an impact by paying it forward – Donate to your favorite causes with a company match
  • Work from home equipment stipend and co-working space subsidy 
  • Anniversary recognition program – choose from different items and experiences
  • Commuting stipend 
Plan for your future (And when you retire on your island, remember the little people)
  • 401K with company match
  • Annual Enrichment Stipend for learning and development
  • Be the first to test and benefit from our new financial products and tools
  • Access to Rocket Lawyer for online legal support and resources 
If you are based in California, we encourage you to read this important information for California residents linked here.
NerdWallet is committed to pursuing and hiring a diverse workforce and is proud to be an equal opportunity employer. We prohibit discrimination and harassment on the basis of any characteristic protected by applicable federal, state, or local law, so all qualified applicants will receive consideration for employment.  
NerdWallet will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act and the San Francisco Fair Chance Act, which requires this notice.
NerdWallet participates in the Department of Homeland Security U.S. Citizenship and Immigration Services E-Verify program for all US locations. For more information, please see:
Base pay offered may vary within the posted range based on several factors, including but not limited to education, job-related knowledge, skills, experience, and location.
The pay range for this role is$84,000$158,000 USD

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