Aspiring Financial Planner - Training & Mentorship

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

One-on-one mentorship

Extensive training programs

Real-life experience opportunities

Job summary

Peak Retirement Planning, Inc. in Columbus, Ohio, is seeking dedicated individuals ready to join a fast-growing financial planning firm. This role emphasizes a strong team mentality and a commitment to client service. You will participate in extensive training and mentorship programs to become an effective advisor.

No prior experience is necessary. We value individuals with a servant's heart and a passion for growth. Join us and build a meaningful career at Peak!

Qualifications

• Must embody a servant's heart and a purpose larger than themselves.
• Should exhibit a strong desire to grow both professionally and personally.
• No specific experience required, but an eagerness to learn is essential.

Responsibilities

• Participate in Peak University training program to become an advisor.
• Engage in leadership and personal development through Peak Bootcamp.
• Provide support and assistance in client session preparations.

Skills

Hard worker

Servant's heart

Growth mindset

Communication skills

Job description

Peak Retirement Planning, Inc. in Columbus, Ohio, is seeking dedicated individuals ready to join a fast-growing financial planning firm. This role emphasizes a strong team mentality and a commitment to client service. You will participate in extensive training and mentorship programs to become an effective advisor.

No prior experience is necessary. We value individuals with a servant's heart and a passion for growth. Join us and build a meaningful career at Peak!