Finance Intern — Elite Startup Training & Mentorship

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

One-on-one mentorship

Professional Development masterclass

Financial planning training content

Job summary

Peak Retirement Planning, Inc. in Columbus, Ohio, is seeking dedicated individuals eager to thrive in a fast-growing startup environment. Ideal candidates are hardworking, focus on serving others, and seek a long-term commitment. You'll train extensively with experienced advisors and assist in client service roles.

Hello! We are not just looking for applicants; we want team members who align with our company values and have a passion for helping clients achieve their financial goals. No experience is required, as we provide comprehensive training.

Qualifications

• Excited to join a fast-growing startup with extreme upside.
• Gritty and gets things done.
• Has a servant's heart and a purpose bigger than themselves.

Responsibilities

• Participate in Peak's training programs to build financial planning skills.
• Assist advisors on miscellaneous tasks and fulfill routine client service requests.
• Interact with clients during sessions to improve experience.

Job description

Peak Retirement Planning, Inc. in Columbus, Ohio, is seeking dedicated individuals eager to thrive in a fast-growing startup environment. Ideal candidates are hardworking, focus on serving others, and seek a long-term commitment. You'll train extensively with experienced advisors and assist in client service roles.

Hello! We are not just looking for applicants; we want team members who align with our company values and have a passion for helping clients achieve their financial goals. No experience is required, as we provide comprehensive training.