The Lead Financial Planner and Advisor is one of the founding financial advisors 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 scaling our business.
The role will partner with Product to provide insights into a better customer experience and prioritize back-end features and tools to improve advisor efficiency. This role will also work with the Head of our Advisor Network to evolve the financial planning process and investment philosophy. With time, this role will also help establish the ideal advisor team structure and oversee a team of Advisors.
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.
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.
Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)
Have Some Fun! (Nerds are fun, too)
Lifestyle (Be your best self - we’ll take care of the details)
Plan for your future (And when you retire on your island, remember the little people)
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:
E-Verify Participation Poster (English+Spanish/Español)
Right to Work Poster (English) / (Spanish/Español)
#LI-Remote
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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.