Financial Planner

Job Description

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. At Peak, we integrate Christian and conservative values and biblical principles in everything we do.

What We Look For

• A+ Player
• • Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed.
  • Hates 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).

Main Responsibilities

• Attain Series 65 and Life & Health licenses
• CFP® professional or actively pursuing CFP® certification
• Interest in obtaining the CKA® Credential
• Work directly with clients to deliver personalized financial planning and service
• Participate in an in-depth training program to sharpen your skills and build technical knowledge
• Focus entirely on client service since administrative and operational responsibilities will be handled by our support teams
• Deliver planning recommendations and support clients through implementation
• Maintain ongoing relationships with clients to help them stay on track toward their financial goals
• Serve as a trusted advisor without the pressure of prospecting or cold outreach

Peak Retirement Planning, Inc. is a boutique Retirement Planning firm based in Columbus, Ohio that serves clients nationwide. They specialize in helping those in or near retirement with $1M+ saved and pensions. The firm's team approach focuses on its signature 5 Pillars of comprehensive planning with the CFP®, CPA, and estate planning all under one roof. They typically work with who they call "Midwestern Millionaires": people who are frugal, hardworking, and diligent savers.

Company Description

Peak Retirement Planning, Inc. is a boutique Retirement Planning firm based in Columbus, Ohio that serves clients nationwide. They specialize in helping those in or near retirement with $1M+ saved and pensions. The firm's team approach focuses on its signature 5 Pillars of comprehensive planning with the CFP®, CPA, and estate planning all under one roof. They typically work with who they call "Midwestern Millionaires": people who are frugal, hardworking, and diligent savers.