Lead Financial Planner

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 will have the ability to exclusively work on bringing in clients.

All other responsibilities will be delegated so that our team members can focus on what they do best, and we can provide the utmost service to families who are trusting our team with their hard-earned life savings.

Minimum Requirements: A+ Player Internal drive to succeed Excited about our mission and fast-growing firm Willingness to run fast, work hard, and adapt quickly Strong people skills, charisma, and the ability to connect with prospects/clients Desire to obtain long-term employment Reliable with an exceptional work ethic Professional Attain Series 65 and Life and Health CFP® candidate or actively pursuing CFP® certification Benefits include: Paid Time-Off, 401K