Financial Planner - New College Graduate 2027

Peak Retirement Planning, Inc. • Columbus, OH

9d • $80,000 - $80,000

About The Position

We are the #1 fastest-growing private company in Columbus, Ohio, by Inc. 5000, and one of the top and youngest financial planning firms in the country. Peak has grown from one team member to over 60 team members in just 4 years. As a scaling start-up, we are very particular to ensure we hire the best and those aligned with our values and intensity. We are not a firm for everyone. We look for A+ players who are elite at what they do, extremely hard workers, gritty, and get things done with an internal need to succeed. We seek Foxhole Team Members with a servant's heart and a purpose bigger than themselves, who will go above and beyond to provide "White Glove Service" to our clients. We also look for individuals with a Rocketship Mentality, excited to join a fast-growing startup with extreme upside and a growth mindset in all areas of life. We are seeking "Lifers" who want to work with us for 30+ years, not just a 9-5 job.

Requirements

• A+ Player
• Elite at what they do
• Extremely hard worker
• Gritty
• Gets things done
• Internal need to succeed
• Dislikes working with B and C players
• Does not need to be told twice what to do
• Foxhole Team Member
• Has a servant's heart and a purpose bigger than themselves
• Will help a team member fix a flat on the side of the road at 6am
• Goes above and beyond to provide a "White Glove Service" to our clients
• Rocketship Mentality
• Excited to join a fast-growing startup with extreme upside
• Growth Mindset in all areas of life - professionally, personally, physically, and spiritually
• "Lifer" - those who want to work with us for 30+ years (not just a 9-5 job)

Nice To Haves

• No Experience Needed – We offer one of the best advisor training programs in the country

Responsibilities

• Attain Series 65 and Life & Health licenses
• Actively pursuing CFP® certification
• Opportunity to obtain the CKA® Credential
• Fast track to become a client facing financial advisor
• Receive extensive mentorship and training to develop into a financial planner
• No prospecting required, as we have more leads coming to us than we can bring on at this point
• Opportunity to get to $100k+ compensation within one year with the opportunities we have

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed