Elite Financial Planner — Growth-Driven, Client-First Leader

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 40,000 - 70,000; Full time

Job summary

Peak Retirement Planning, Inc. in Columbus, Ohio is seeking a dynamic individual committed to exceptional client service and team collaboration. The ideal candidate should possess strong people skills and a client-first attitude. They will engage in community workshops and help bring new clients on board.

This role is embedded in a fast-growing startup culture, requiring a servant-hearted mentality and a desire to grow personally and professionally. Attaining relevant certifications is part of the role's expectations.

Qualifications

• Excited to join a fast-growing startup with a growth mindset.
• Client-first approach to sales and service.
• Willingness to help team members.

Responsibilities

• Bring on new clients to the firm.
• Present at community educational workshops.
• Provide exceptional service to clients.

Skills

Strong people skills

Sales skills

Servant heart

Charisma

Confidence

Education

Series 65 certification

Life and Health license

Pursuing CFP® certification

Interest in obtaining CKA® Credential

Job description

Peak Retirement Planning, Inc. in Columbus, Ohio is seeking a dynamic individual committed to exceptional client service and team collaboration. The ideal candidate should possess strong people skills and a client-first attitude. They will engage in community workshops and help bring new clients on board.

This role is embedded in a fast-growing startup culture, requiring a servant-hearted mentality and a desire to grow personally and professionally. Attaining relevant certifications is part of the role's expectations.