Paraplanner

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 40,000 - 55,000; Full time

Job summary

Peak Retirement Planning, Inc. in Columbus, Ohio is seeking motivated individuals to join their dynamic team. As the fastest-growing private company in the area, Peak offers a unique opportunity to develop your career in financial planning with extensive mentorship and training.

The role focuses on preparing financial plans and assisting advisors during client meetings. Ideal candidates must have a growth mindset and a strong commitment to client service, with the potential to earn professional licenses.

Qualifications

• Ability to earn Series 65 and Life & Health license.
• Willingness to provide support and mentorship.
• No prior experience needed.

Responsibilities

• Prepare financial plans, tax reports, and meeting presentations.
• Attend client meetings and provide support to advisors.
• Handle miscellaneous tasks to support advisor productivity.

Skills

Grit

Growth Mindset

Client Service

Education

CFP® candidate or pursuing CFP® certification

Interest in obtaining the 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

• 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).

• No Experience Needed
• The ability to earn your Series 65 and Life & Health license
• CFP® candidate or actively pursuing CFP® certification
• Interest in obtaining the CKA® Credential
• Prepare financial plans, tax reports, and meeting presentations for advisors
• Attend client meetings and provide real-time support to advisors
• Handle miscellaneous tasks as assigned to support advisor productivity
• Receive extensive mentorship and training to develop into a financial planner
• Focus exclusively on service, not sales