Client Service Advisor

Peak Retirement Planning•Columbus, OH

18h•Onsite

About The Position

Peak Retirement is seeking a Client Service Advisor to handle higher-level tasks in its client service department, which supports clients and advisors. The role focuses on serving clients rather than sales. The advisor may participate in training and onboarding new client service team members. The posting describes a selective, fast-growing financial planning firm and emphasizes high standards, white-glove client service, teamwork, personal and professional growth, and the opportunity for career advancement. Peak offers an advisor training program and a career path with the potential to earn $200,000 or more and participate in the firm's growth through profit sharing. Advancement is based on results, teamwork, and consistently upholding the firm's standards and values. The position is onsite in Columbus, Ohio, with a stated salary range of $100,000–$150,000 per year.

Requirements

Series 65 license.
Life and Health licenses.
CFP® professional or actively pursuing CFP® certification.
Demonstrated ability to work hard, take initiative, and complete tasks without repeated direction.
A service-oriented, team-focused approach and willingness to go above and beyond for clients and colleagues.
Growth mindset and interest in a long-term career at a fast-growing firm.

Nice To Haves

Opportunity to obtain the CKA® Credential.
Interest in coaching new team members and contributing to process improvement as career level advances.

Responsibilities

Handle higher-level tasks in the client service department supporting clients and advisors.
Serve clients without focusing on sales.
Participate in training and onboarding new client service team members.
Provide white-glove service to clients.
Take ownership of assigned tasks and projects, and contribute to improving processes and achieving departmental results as career level advances.