Financial Advisor

Peak Planning Group; Raleigh (NC); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Salary negotiable

Job summary

Peak Planning Group, LLC in Raleigh, NC seeks a full-time Financial Advisor to work on-site with clients to build tailored financial plans. You will advise on retirement strategies, investments, and overall financial planning while monitoring portfolios and presenting clear proposals.

Maintaining compliant records and collaborating with the team are essential. Ideal candidates have strong financial planning and advisory experience, solid communication skills, and a bachelor’s degree in

Qualifications

• Strong financial planning and finance skills to analyze client situations and design comprehensive strategies.
• Experience with retirement planning and investments to guide clients toward long-term security.

Responsibilities

• Meet with clients regularly to assess financial goals and tailor plans.
• Develop tailored financial plans including retirement strategies and investments.
• Monitor portfolios and make recommendations based on market conditions.
• Prepare and present clear proposals and maintain documentation.
• Ensure compliance with regulatory and firm standards.
• Collaborate with internal teams and support client education and outreach.
• Foster long-term client relationships built on trust and transparency.

Skills

Financial Planning

Retirement Planning

Investments

Client Relationship Management

Regulatory Compliance

Communication Skills

Education

Bachelor’s degree in Finance, Economics, Business

CFP® or ChFC certification beneficial

Job description

Company Description

Peak Planning Group, LLC is a registered investment advisor focused on helping clients build secure financial futures and prepare for unexpected life events. With roots dating back to 1974 and a recent expansion that includes a firm in Raleigh, North Carolina, the organization offers a long-standing legacy of service and commitment. The team is driven by the belief that reducing financial stress can positively impact all areas of a client’s life. Over decades, Peak Planning Group has seen how financial peace of mind can support more confident decisions and a more fulfilling life. The firm values integrity, client education, and personalized planning as core elements of its advisory approach.

Role Description

This full-time Financial Advisor role is an on-site position based in Raleigh, NC. The Financial Advisor will meet with clients regularly to assess their financial goals, analyze current financial situations, and develop tailored financial plans. Day-to-day responsibilities include advising on retirement strategies, investments, and overall financial planning, as well as monitoring portfolios and making recommendations based on market conditions and client needs. The role involves preparing and presenting clear proposals, maintaining accurate documentation, and ensuring compliance with regulatory and firm standards. The Financial Advisor will collaborate with internal team members, participate in client outreach and education efforts, and support long-term client relationships built on trust and transparency.

Qualifications

• Strong Financial Planning and Finance skills to analyze client situations and design comprehensive strategies.
• Experience with Retirement Planning and Investments to guide clients toward long-term security and appropriate asset allocation.
• Proven Financial Advisory experience, including client-facing consultation and ongoing relationship management.
• Excellent communication and presentation skills, with the ability to explain complex financial concepts in accessible terms.
• High level of integrity, professional ethics, and commitment to regulatory compliance and fiduciary responsibility.
• Ability to work collaboratively in an on-site team environment and manage multiple client engagements concurrently.
• Bachelor’s degree in Finance, Economics, Business, or a related field; relevant certifications (such as CFP®, ChFC®, or similar) are highly beneficial.
• Prior experience in wealth management, investment advisory, or financial services is preferred.
• Salary negotiable depending on experience