Associate Advisor

4 days ago

Columbus, Ohio, United States Peak Retirement Planning, Inc. Full time

We are seeking a motivated and service-minded individual to join our team as an Associate Advisor. 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. This role involves no prospecting, cold calls, or pressuring friends and family. With twelve different Marketing funnels, our pipeline is strong and your primary job is to provide excellent client care.

*No Experience Needed*

Requirements:

  • A strong internal drive to succeed and grow professionally
  • Enthusiasm for our mission and fast-growing firm
  • A growth mindset and the ability to be coachable
  • Excellent interpersonal and communication skills
  • A desire for long-term career development in financial planning
  • A consistent, reliable work ethic and professional demeanor
  • A team-player mindset and commitment to delivering top-tier service
  • The ability to earn your Series 65 and Life & Health license
  • CFP candidate or actively pursuing CFP certification
  • Interest in obtaining the CKA Credential

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

Job Type: Full-time

Base Pay: $45, $60,000.00 per year

Benefits:

  • 401(k)
  • Paid time off

Work Location: In person

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