Lead Financial Planner

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

What We Look For

• 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).

• Client-first approach to sales with a servant-hearted confidence
• Strong people skills, charisma, and the ability to connect with prospects/clients
• Bring on new clients to the firm
• Present at educational workshops in the community
• Attain Series 65 and Life and Health
• CFP® candidate or actively pursuing CFP® certification
• Interest in obtaining the CKA® Credential