Associate Financial Planner: Retirement Income Planning (Fully Remote)

Peak Financial Planning; United States; Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Daily training

Promotion path 12–18 mo

Remote-first team

Job summary

Peak Financial Planning is a fee-only RIA focused on retirement income planning. This remote-first team expects you to enter and organize client data in IncomeLab, Holistiplan, and HubSpot, and to run retirement projections, tax scenarios, and Roth conversion comparisons.

You will prepare materials and flag inconsistencies for advisor meetings, with daily team calls and training. A clear path to Financial Planner within 12–18 months awaits the right candidate.

Qualifications

• Entry-level role supporting retirement planning tasks.
• Proficiency with IncomeLab, Holistiplan, and HubSpot preferred.
• Strong organizational skills and attention to detail.

Responsibilities

• Enter and organize client data in IncomeLab, Holistiplan, and HubSpot.
• Run retirement projections, tax scenarios, and Roth conversion comparisons.
• Prepare materials and flag inconsistencies for advisor meetings.

Skills

Retirement projections

Tax scenario analysis

Roth conversions

Tools

IncomeLab

Holistiplan

HubSpot

Job description

• We are a fee-only RIA focused on retirement income planning.
• We don't sell products or earn commissions; we get paid for advice.
• Our planning team builds analysis so advisors are fully prepared in 15 minutes.

What You'll Be Doing:

• Enter and organize client data in IncomeLab, Holistiplan, and HubSpot.
• Run retirement projections, tax scenarios, and Roth conversion comparisons.
• Prepare materials and flag inconsistencies for advisor meetings.

What You Get in Return:

• Daily team calls and training with experienced planners.
• The chance to contribute to real retirement plans from day one.
• A clear, documented path to Financial Planner within 12-18 months.

Peak Financial Planning is a fee-only RIA focused on retirement income planning, delivering $8,000 four-month engagements covering Social Security, tax-aware withdrawals, and Roth conversions. The firm is a small, remote-first team with a structured training system and a clear promotion path to Financial Planner.