Financial Planner

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 180,000 - 240,000; Full time

Job summary

Peak Retirement Planning, Inc. is a fast-growing Columbus-based financial planning firm seeking an advisor who can build client plans, serve clients, and coach advisors. The role emphasizes high performance, client service, and a white-glove approach, with no prospecting or back-office work required.

We offer industry-leading training, a clear career path to $200k+ earnings, and profit sharing as the firm grows. Licensing goals include Series 65, Life & Health, CFP pursuit, and CKA credential.

Qualifications

• A+ Player: elite at what they do, gritty, self-motivated.
• Foxhole Team Member: servant's heart, goes above and beyond for clients.
• Rocketship Mindset: growth mindset and long-term commitment to the firm.

Responsibilities

• Build client plans, serve clients, and coach advisors; no prospecting or sales required.
• Attain Series 65 and Life & Health licenses.
• CFP® professional or pursuing CFP® certification; pursue CKA Credential.

Skills

A+ Player

Foxhole Team Member

Rocketship Mindset

Education

Series 65

Life & Health Licenses

CFP Certification

CKA Credential

Job description

We are the #1 fastest-growing private company in Columbus, Ohio, by Inc. 5000, and one of the top and youngest financial planning firms in the country. Peak has grown from one team member to over 60 team members in just 4 years.In 2025, we had over 5,400 applicants, we only hired 19. As a scaling start-up, we are very particular to ensure we hire the best and those aligned with our values and intensity. We are not a firm for everyone.

What We Look For

• A+ Player

  • An elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed.
  • Dislikes working with B and C players.
  • Does not need to be told twice what to do.

• Foxhole Team Member

  • Has a servant's heart and a purpose bigger than themselves.
  • Will help a team member fix a flat on the side of the road at 6am.
  • Goes above and beyond to provide a \"White Glove Service\" to our clients.

• Rocketship Mentality

  • Excited to join a fast-growing startup with extreme upside.
  • Growth Mindset in all areas of life - professionally, personally, physically, and spiritually.
  • \"Lifer\" - those who want to work with us for 30+ years (not just a 9-5 job).

Main Responsibilities:

• An advisor's dream: Build client plans, serve clients, and coach advisors – that is 90%+ of the job. No prospecting or sales is required, as we have more leads than we can bring on right now. No back-office work is needed, such as paperwork and handling routine client service requests, as our client service team handles all of that.
• Attain Series 65 and Life & Health licenses
• CFP® professional or actively pursuing CFP® certification
• Interest in obtaining the CKA® Credential
• We offer one of the best advisor training programs in the country
• We offer our advisors a career path to earn $200k+ and share in our firm's growth through profit sharing.