Paraplanner - Fast-Growth Firm with Mentorship

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

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.