Peak Retirement Planning, Inc.

We are one of the fastest-growing financial planning firms in the country, scaling from 1 team member to 40+ in less than 4 years. Headquartered in Columbus, Ohio, we serve clients in central Ohio and all across the country with a growing national presence primarily due to our YouTube channel (50k+ subscribers) and multiple bestselling books published by our Founder & CEO. At Peak, we deeply value doing the best work for our clients by providing a "one-stop-shop" boutique and customized approach, maintaining a family feel, and upholding A+ standards. We are on a mission to be the BEST, not the biggest. Our team is seeking a lead advisor who will bring on new clients to the firm and present at educational workshops in the community. We have twelve marketing funnels that bring in 50+ leads per week who are very warm from all our content marketing, messaging, and branding. Our firm pays for all marketing expenses and provides a calendar full of appointments so the lead advisor...

We are looking for a dependable, proactive, and client-focused individual to join our team as a Client Service Specialist (Project Manager). This role is essential to delivering the high-touch, personal service that defines our client experience. As the first point of contact for many clients, you will play a key part in ensuring that every interaction is smooth, professional, and impactful, both for our clients and our advisory team.   Minimum Requirements: A passion for providing outstanding client service Initiative and self-motivation — able to work independently with minimal oversight A desire to grow with the firm and contribute long-term Consistent reliability and a strong personal work ethic Polished and professional phone communication skills Attention to detail and a proactive, problem-solving mindset Excellent organizational and time management abilities Experience with calendar coordination and task prioritization...

We are looking for an organized, detail-driven individual to take the lead in planning and executing our firm’s educational and client events. This role will be responsible for managing over 300 educational events annually within the region, as well as coordinating all client events for existing clients. With the firm’s continued growth into a national presence, this position offers increasing opportunities for leadership and expanded impact over time.   Minimum Requirements: Friendly and optimistic personality Ability to get things done with little oversight Desire to obtain long-term employment Reliable with an exceptional work ethic Strong organizational skills, detail-oriented, proactive, and resourceful Ability to prioritize projects and manage time Strong follow-through   Main Responsibilities: Plan, coordinate, and execute company educational events and client appreciation experiences Track and report key event...

We are seeking a dependable, client-focused, and detail-oriented Office Lead to oversee our front office operations and the administrative team. This role is essential to ensuring the office runs smoothly, team members stay aligned with expectations, and advisors are supported in delivering exceptional client service. The ideal candidate will bring both servant leadership and a hands-on approach to organization, communication, and office management.   Minimum Requirements: A passion for delivering outstanding client service A friendly, positive, and professional demeanor Experience leading and managing a team A strong personal work ethic and consistent reliability Proven ability to organize, delegate, and execute administrative tasks Strong attention to detail and a proactive mindset The ability to manage competing priorities and deadlines Experience with calendar coordination and office planning Clear communication, accountability, and...

We are seeking a motivated and service-minded individual to join our team as a Paraplanner. This role is ideal for someone who aspires to fast-track their career towards becoming a financial planner and wants to build lasting relationships with clients over time. No prior industry experience is necessary—we have a proven in-depth training program to support your growth.   Main Responsibilities: Prepare financial plans, tax reports, and meeting presentations for advisors Attend client meetings and provide real-time support to advisors Assist with routine client service requests and follow-up 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. This role involves no prospecting , cold calls, or pressuring friends and family. With 12 different Marketing funnels, our pipeline is strong and your primary job is to...