Growth-Minded Financial Planner - Client Advisory Pro

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 60,000 - 95,000; Full time

Job summary

Peak Retirement Planning, Inc. in Columbus, Ohio is a fast-growing financial planning firm recognized among Inc. 5000. We seek A+ players and Foxhole team members with grit, servant leadership, and a white-glove service mindset for our clients.

Join our Rocketship culture with a growth mindset and long-term commitment, with training that enables you to attain Series 65, Life & Health licenses, and the CKA credential while delivering personalized financial planning and client service.

Qualifications

• Elite at what they do; extremely hard worker and driven.
• Willing to help teammates and deliver above-and-beyond service.
• Clear focus on client service and strong work ethic.

Responsibilities

• Deliver planning recommendations and support clients through implementation.
• Maintain ongoing relationships with clients to help them stay on track toward their financial goals.
• Serve as a trusted adviser without the pressure of prospecting or cold outreach.
• Participate in an in-depth training program to sharpen skills and build knowledge.

Skills

Grit

Client service

Growth mindset

Team player

White-glove service

Job description

Peak Retirement Planning, Inc. in Columbus, Ohio is a fast-growing financial planning firm recognized among Inc. 5000. We seek A+ players and Foxhole team members with grit, servant leadership, and a white-glove service mindset for our clients.

Join our Rocketship culture with a growth mindset and long-term commitment, with training that enables you to attain Series 65, Life & Health licenses, and the CKA credential while delivering personalized financial planning and client service.