Elite Client Experience Specialist

Peak Retirement Planning; Columbus (OH); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Premier benefits

Annual bonus opportunities

Profit sharing

Job summary

Peak Retirement Planning in Columbus, OH, is hiring for roles in a fast-growing financial planning firm that values servant leadership, grit, and a rocketship mentality. The company highlights industry-leading salaries for every position, premier benefits, annual bonus opportunities, salary increases, and profit sharing.

On the ground floor, team members can advance quickly based on results and alignment with company values, often reaching higher levels within a few years as the firm continues

Responsibilities

• Ensure every client interaction is warm, welcoming, and exceeds expectations
• Take clients out for meals and experiences
• Ensure our clients feel like a million bucks
• Plan and coordinate client events, appreciation initiatives, and office visits
• Anticipate client needs and address concerns before they arise

Job description

Peak Retirement Planning in Columbus, OH, is hiring for roles in a fast-growing financial planning firm that values servant leadership, grit, and a rocketship mentality. The company highlights industry-leading salaries for every position, premier benefits, annual bonus opportunities, salary increases, and profit sharing.

On the ground floor, team members can advance quickly based on results and alignment with company values, often reaching higher levels within a few years as the firm continues