Remote Associate Financial Planner: Retirement Income Pro

Peak-Financial-Planning; California (MO); Remote; USD 65,000 - 79,000; Full time

Benefits offered by this job

Health insurance

401(k) match

CFP education reimbursement

Job summary

Peak Financial Planning is hiring an Associate Financial Planner in a fully remote US role. You’ll enter client data, set up plans, and run retirement analyses as you build retirement income planning expertise without sales pressure.

You’ll learn through structured training, with a clear path to a Financial Planner role in about 12–18 months. The firm pays for CFP education and supports advancement within a fee-only, retirement-focused practice.

Qualifications

• 1–2 years in financial services (RIA ops, paraplanning, custodian service or similar).
• Working knowledge of account types, custodial paperwork, and client data.
• Currently pursuing CFP education or planning to enroll.
• High attention to detail; accuracy is critical.
• Efficient with repetitive, detail-heavy tasks during training.
• Strong spreadsheet skills; comfortable learning new software quickly.
• Clear written communication; coachable and self-directed for remote work.
• Experience with various financial planning software is a plus.

Responsibilities

• Data entry and organization of client data in IncomeLab, Holistiplan, and HubSpot.
• Set up new client plans from structure to initial projections.
• Gather and reconcile investment/account data across platforms.
• Run retirement, tax, and Roth-conversion analyses.
• Prepare materials for advisor meetings and plan reviews.
• Flag missing data and questions before sharing with planners.
• Follow Peak's planning checklists, SOPs and QA process.

Skills

Data entry

Spreadsheet skills

Attention to detail

Written communication

Cocoachable

Education

CFP education in progress

Tools

IncomeLab

Holistiplan

Nitrogen/Riskalyze

HubSpot

Altruist

Google Workspace

Job description

Peak Financial Planning is hiring an Associate Financial Planner in a fully remote US role. You’ll enter client data, set up plans, and run retirement analyses as you build retirement income planning expertise without sales pressure.

You’ll learn through structured training, with a clear path to a Financial Planner role in about 12–18 months. The firm pays for CFP education and supports advancement within a fee-only, retirement-focused practice.