Wealth Advisor

Peak Financial Planning•Los Angeles, CA

4d•$125,000 - $155,000•Remote

About The Position

Peak Financial Planning is hiring Wealth Advisors for long-term, client-facing roles centered on retirement income planning and ongoing wealth management. This role focuses on leading client meetings, simplifying complex planning into clear decisions, and deepening relationships with existing clients. It is a fiduciary relationship-management role, not a sales role, for individuals who want to excel at helping clients transition from accumulating wealth to using it confidently in retirement. Peak specializes in retirement income planning for pre-retirees and retirees, utilizing an integrated four-meeting planning process. The firm generates demand through educational content and a YouTube channel, booking approximately 100 qualified prospect consultations per month without requiring advisors to cold-call or build their own pipeline. This allows Wealth Advisors to focus on client conversations, recommendations, implementation, and relationship management.

Requirements

At least two years of direct client-facing experience delivering financial plans and managing ongoing wealth-management relationships within an RIA, fee-only planning firm, or closely related fiduciary environment.
Experience serving as the primary advisor in at least 25 client meetings during the past 12 months.
CFP® or RICP® credential, subject to final confirmation of Peak's approved credential rule.
Working knowledge of retirement income planning, withdrawal sequencing, Roth conversions, Social Security, healthcare, and portfolio risk.
Ability to explain complex planning decisions clearly, concisely, and without jargon.
Strong judgment, follow-through, written communication, and documentation habits.
Comfort working inside detailed checklists, quality standards, and team-based planning workflows.
Self-directed enough to work remotely while staying responsive and accountable to clients and teammates.
Authorization to work full-time in the United States without current or future employer sponsorship.
This is not an entry-level advisor role, a product-sales role, or a position built around prospecting.

Nice To Haves

TPCP, CPA, EA, CPWA®, or another advanced credential relevant to retirement, tax, or wealth planning.
Experience with IncomeLab, Holistiplan, Nitrogen/Riskalyze, HubSpot, Altruist, or comparable systems.
Experience advising pre-retirees and retirees through the transition from saving to spending.

Responsibilities

Lead Peak's client planning meetings: Plan Proposal, Cash Flow & Taxes, Investments 1, and Investments 2.
Explain retirement spending capacity and Modern Guardrails in plain English so clients understand both the opportunity and the adjustment rules.
Deliver recommendations involving Social Security timing, Tax-Efficient Withdrawal strategy, Roth conversions, healthcare, and portfolio alignment.
Own the client relationship through the transition from planning into ongoing wealth management.
Conduct ongoing portfolio and planning reviews, update recommendations after life changes, and help clients make confident decisions through retirement.
Work closely with Financial Planners, trading, servicing, and operations so recommendations are complete, documented, and implemented correctly.
Review planning output, advisor notes, and client data for gaps before they become client-facing problems.
Document decisions, follow-up items, and relationship details accurately in HubSpot and Peak's planning systems.
Handle difficult conversations directly when a client needs to hear a clear fiduciary recommendation, even when the answer is not what they hoped to hear.
Help strengthen Peak's talk tracks, training standards, checklists, and client experience as the advisory team grows.