Jobs at Peak Retirement Planning, Inc.

Develop and execute marketing strategies to attract prospective clients and grow the Peak brand across multiple funnels. Optimize and expand twelve marketing channels (workshops, TV/radio, podcast, YouTube, books), identify new growth opportunities, produce accurate performance reports and dashboards for leadership, collaborate with internal teams to align marketing with business objectives, and model company values while pursuing continuous self-improvement.

Lead and manage the HR department, ensuring compliance with state and federal labor laws. Own full-cycle hiring, nationwide sourcing, onboarding/offboarding, HR KPIs, HR team coaching, and regular HR alignment meetings to support employee lifecycle and company culture.

Lead and manage the HR department, ensuring compliance with state and federal labor laws. Oversee full-cycle hiring and nationwide sourcing, track HR KPIs, manage onboarding/offboarding, coach employees through their lifecycle, facilitate HR team alignment, and provide ongoing management and support to the HR team while upholding company values and high performance standards.

Provide personalized financial planning to clients, obtain Series 65 and Life & Health licenses, pursue CFP certification, participate in in-depth training, deliver recommendations and implementation support, maintain ongoing client relationships, and focus on white‑glove client service without prospecting responsibilities.

Manage paid advertising across YouTube, Instagram, Facebook, and LinkedIn: develop, launch, and optimize campaigns; perform keyword research, audience targeting, and A/B tests; monitor budgets, performance metrics, and conversions; create performance reports with actionable insights; stay current on platform changes and collaborate with Marketing on ad messaging and visuals.

Outbound calls, texts, and emails to prospective and current clients to schedule appointments with financial planners; log all call notes in the CRM; perform consistent follow-up with prospects; and complete other assigned duties to support the sales/scheduling process.

Provide paraplanning support by preparing financial plans, tax reports, and meeting presentations; attend client meetings to support advisors in real time; perform miscellaneous advisor-support tasks; pursue industry licenses and certifications while receiving mentorship and training to develop into a financial planner. Role is service-focused, not sales-oriented.

Provide front-desk and administrative support: greet clients, answer and direct calls, perform scanning/data entry, prepare paperwork and client letters, manage office supplies and presentation, support event logistics and promotional materials, maintain a clean organized office, and remove miscellaneous tasks from advisors to enable client work.

Provide high-touch support to the CEO: manage calendar and email, coordinate travel, run personal errands, maintain financial records, and own miscellaneous tasks to keep the CEO focused on high-impact work.

Design marketing and branded assets across print and digital channels. Produce brochures, flyers, digital ads, social content, YouTube thumbnails, and email graphics. Maintain brand consistency, update/refine assets, support quick-turn requests, assist with internal document and presentation design, and collaborate with marketing and leadership to develop visual campaigns.

Design and maintain business systems and workflows to support advisory and client service teams. Own complex processes, identify problems and propose scalable solutions. Translate financial planning needs into structured systems, and partner with leadership to test, implement, and optimize tools and strategies. Perform multiple roles as needed in a fast-growing firm focused on high performance and client service.

Serve as first point of contact for prospective clients, communicate value of financial planning, follow up on warm leads/referrals, manage outreach and prospect records, support events and advisor handoffs, and participate in ongoing training to improve communication and systems knowledge.

Support tax operations by assisting with tax return preparation, performing basic tax research and IRS compliance checks, organizing and reviewing client tax documents, aiding the in-house CPA on miscellaneous tasks, and handling client communications and information requests. No prior experience required; candidate should be interested in pursuing CPA licensure and align with a high-performance, team-oriented startup culture.

Provide front-desk and hospitality support: greet clients, answer and route calls, manage meeting rooms and client check-ins, assist scheduling and basic admin, maintain a professional reception area, and support operations with light clerical tasks while delivering exceptional first impressions.

Maintain the firm's financial books and records, manage accounting systems and procedures, process AR and deposits, run monthly payroll, monitor cash flow, prepare monthly/quarterly/year-end reports for the CEO, and provide information to the firm's CPA for tax compliance.

Support IT operations by assisting with break-fix solutions, data and systems administration, web design, and building automations using tools like Zapier, Salesforce Flow, and Make. Work closely with leadership for mentorship and participate in professional development and certification pursuits.

Provide high-touch administrative and operational support across daily business functions. Maintain organization, efficiency, and standards of excellence; complete assigned tasks promptly and deliver white-glove client service while supporting teammates.

Manage and execute email marketing campaigns and engagement journeys using Salesforce Account Engagement (Pardot). Build automation rules, lead scoring, landing pages, forms, and RSVP flows. Segment lists, maintain data hygiene and compliance, A/B test campaigns, and analyze performance. Collaborate with advisors and operations and support content creation for newsletters, webinars, workshops, and internal marketing.

Support daily operational tasks and cross-department initiatives; streamline processes and workflows; use internal systems, tools, and reporting; coordinate and track projects to ensure timely completion; document processes and team resources; work closely with operations leaders to maintain efficient communication and task execution.

Lead client-facing financial planning, acquire new clients, present community workshops, maintain white-glove service, obtain Series 65 and Life & Health licenses, pursue CFP® certification and CKA® interest.