Financial Planner - New College Graduate 2027

Peak Retirement Planning • Columbus, OH

1d • Onsite

About The Position

Peak Retirement is hiring a new college graduate to join its rapidly growing financial planning firm in Columbus, Ohio. The role offers training and mentorship to develop into a client-facing financial planner, with a career path from Associate Financial Planner to Financial Planner and Senior Financial Planner. The position includes opportunities for accelerated advancement based on results, teamwork, and adherence to the company’s standards and values. Peak describes its culture as highly selective, service-oriented, growth-minded, and suited to people seeking a long-term career.

No prior experience is needed. New team members complete training, pursue required licenses and professional credentials, build financial plans, and initially join client meetings alongside experienced planners. As they advance, planners serve clients independently, develop advanced planning expertise, train new team members, and contribute to advisor processes and firm growth. The company states there is no prospecting requirement because it receives more leads than it can currently serve. The posted salary is $80,000 per year, with stated opportunities for annual bonuses, salary increases, and profit sharing.

Requirements

• No prior experience is needed.
• Actively pursue CFP® certification.
• Demonstrate a strong work ethic, grit, initiative, and an internal drive to succeed.
• Be a selfless, service-oriented team member who contributes beyond individual responsibilities.
• Have a growth mindset and interest in a long-term career with the firm.

Nice To Haves

• Opportunity to obtain the CKA® credential.
• Interest in advancing to a client-facing financial advisor role.

Responsibilities

• Complete training to become a client-facing financial planner.
• Attain Series 65 and Life & Health licenses.
• Actively pursue CFP® certification, with an opportunity to obtain the CKA® credential.
• Build financial plans.
• Attend client meetings alongside experienced financial planners while developing expertise.
• Progress to serving clients independently.
• Train new team members to meet the firm’s standards.
• As a senior planner, serve clients regardless of complexity and take ownership of improvements to advisor processes.
• Provide high-standard, white-glove service to clients.

Benefits

• Industry-leading salaries for every position.
• Premier benefits.
• Annual bonus opportunities.
• Salary increases.
• Profit sharing.
• Extensive mentorship and training.
• Potential to reach $100,000 or more in compensation within one year, based on available opportunities.
• Opportunity for accelerated career advancement.

What This Job Offers

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