Peak Financial Planning · 2 weeks ago
Certified Financial Planner
United States
Full-time
Remote
New Grad, Entry Level
$110K/yr - $150K/yrPeak Financial Planning is an independent RIA specializing in retirement planning for clients within 10 years of retirement. They are seeking a CFP® professional to deliver comprehensive retirement plans and guide clients through complex retirement decisions, focusing on high-quality financial planning rather than sales.
Financial ServicesRetirementWealth Management
Responsibilities
Deliver 10+ comprehensive retirement plans per month (we provide all the clients)
Dive deep into Social Security optimization, tax-efficient withdrawal strategies, and pre-Medicare coverage
Become an expert in the 'Retirement Risk Zone' (10 years before/after retirement)
Follow proven systems and processes that actually work
Focus on being an educator first, advisor second
Qualification
Required
CFP® certification (this is non-negotiable)
A genuine passion for retirement income planning and tax strategy
Love of systems, processes, and doing things the right way
Philosophy that investments should support the plan, not the other way around
Benefits
401(k) with 3% company match
Group health insurance
Fully remote (work from anywhere)
Structured training program
Company
Peak Financial Planning
Peak Financial Planning offers financial planning, wealth management, and retirement services.
Founded in 2021
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase