Nationwide Financial
The Financial Planner partners with financial advisors, registered representatives, and retirement specialists to create clear, actionable retirement and investment plans using planning software. The role involves translating complex financial information into client‑focused recommendations, delivering education through webinars and seminars, and supporting sales teams with proposals and training.
We help financial professionals break down & simplify retirement challenges with strategies, tools, & products like annuities, mutual funds, life insurance & retirement plans.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Nationwide Financial.
47% above the average for this role