Operations & Growth Catalyst

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 60,000 - 100,000; Full time

Job summary

Peak Retirement Planning, Inc. is recruiting for a driven team member to join a fast-growing Columbus-based financial planning firm. The role emphasizes delivering White Glove Service to clients while upholding peak standards of excellence.

We value a servant's heart, a growth mindset, and a long-term commitment to the team. You will help coordinate schedules, track metrics, and support firm growth as we scale from a small team to a larger, high-performing unit.

Qualifications

• Elite at what they do, extremely hard worker, gritty, gets things done.
• Has a servant's heart and a purpose bigger than themselves.
• Growth mindset in all areas of life - professionally, personally, physically, and spiritually.

Responsibilities

• Get things done while maintaining our standards of excellence.
• Own delegated tasks from start to finish with minimal supervision.
• Support project management by tracking deadlines, deliverables, and team accountability.
• Maintain efficiency across all daily business functions.
• Track advisor performance metrics and business data to support firm growth and decision-making.
• Coordinate prospect and client scheduling.
• Serve as a behind-the-scenes anchor to ensure everyone on the team can operate at their best.

Skills

A+ Player

Foxhole Team Member

Rocketship Mentality

Job description

Peak Retirement Planning, Inc. is recruiting for a driven team member to join a fast-growing Columbus-based financial planning firm. The role emphasizes delivering White Glove Service to clients while upholding peak standards of excellence.

We value a servant's heart, a growth mindset, and a long-term commitment to the team. You will help coordinate schedules, track metrics, and support firm growth as we scale from a small team to a larger, high-performing unit.