Paraplanner

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).

Requirements

Paraplanner Main Responsibilities

No Experience Needed

The ability to earn your Series 65 and Life & Health license

CFP® candidate or actively pursuing CFP® certification

Interest in obtaining the CKA® Credential

Prepare financial plans, tax reports, and meeting presentations for advisors

Attend client meetings and provide real-time support to advisors

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

Full-time