Financial Planner

Peak Retirement Planning•Columbus, OH

21h•Onsite

About The Position

Peak Retirement is seeking a Financial Planner to build financial plans, serve clients, and coach advisors. The role is focused more than 90% of the time on these advisor responsibilities. Prospecting and sales are not required, and the client service team handles paperwork and routine client service requests. The position offers training and a career path from Associate Financial Planner to Financial Planner and Senior Financial Planner. Advancement is based on results, selfless teamwork, and consistently upholding the firm's standards and values. Financial Planners develop advanced planning expertise, earn CFP® certification, serve clients independently, and train new team members. Senior Financial Planners handle clients of any complexity, take ownership beyond their individual responsibilities, and help improve advisor processes. The firm describes its culture as fast-growing and intense, and seeks highly driven, service-oriented team members with a growth mindset and a long-term interest in the company. The position is on-site in Columbus, Ohio, and lists a salary range of $80,000–$120,000 per year.

Requirements

Attain Series 65 and Life & Health licenses.
Be a CFP® professional or actively pursuing CFP® certification.
Demonstrate strong work ethic, grit, initiative, and a drive to succeed.
Be a selfless, service-oriented team member who is willing to go above and beyond for clients and colleagues.
Have a growth mindset and interest in a long-term career with the firm.

Nice To Haves

Opportunity to obtain the CKA® Credential.

Responsibilities

Build client financial plans.
Serve clients and deliver white-glove service.
Coach advisors.
Complete training to become a client-facing financial planner.
Participate in client meetings alongside experienced financial planners.
Serve clients independently as a Financial Planner.
Train new team members to achieve the firm's standards.
As a Senior Financial Planner, serve clients regardless of complexity, take ownership beyond individual responsibilities, and improve advisor processes.