Jobs at Peak Retirement Planning, Inc.

Prepare accurate individual and business tax returns, apply federal and state tax codes, develop tax strategies with advisors, educate clients, ensure legislative compliance, track tax updates, support IRS audits, coordinate with external CPAs and attorneys, and improve internal tax workflows and documentation.

Participate in financial advisor training, client-session shadowing, mock client presentations, and mentorship. Assist advisors with preparing financial plans, tax reports, presentations, and routine client service requests. Complete training for financial planning, communication, insurance, and Series 65 licensing, while pursuing resources for CFP and CKA credentials.

Contact prospective and current clients by phone, text, and email to schedule meetings with financial planners. Maintain accurate call notes in the CRM, consistently follow up with prospects, and complete additional assigned duties and projects. The company seeks highly driven, hardworking, team-oriented individuals with a strong service mindset, growth mentality, and commitment to long-term employment.

Manage the full-cycle recruiting process, including sourcing, screening, interviewing, interview coordination, candidate pipeline maintenance, recruitment database management, job postings, employer branding, and candidate experience. Build relationships with local colleges and financial planning programs to attract high-quality talent while partnering with department leaders throughout hiring.

Welcomes clients and visitors, answers and routes phone inquiries, maintains a professional front office, prepares meeting rooms, manages check-ins and hospitality, assists with scheduling and appointment confirmations, and supports operations with light clerical tasks.

Lead the Human Resources department, oversee hiring and talent sourcing, manage onboarding and offboarding, support employees throughout their lifecycle, track HR KPIs, ensure labor-law compliance, facilitate HR team alignment, and coach and manage HR staff.

Lead the human resources function, oversee end-to-end hiring and nationwide talent sourcing, manage onboarding and offboarding, track HR KPIs, ensure labor-law compliance, maintain HR policies, and coach employees and the HR team throughout the employee lifecycle.

Entry-level financial planning internship with no prior experience required. Interns complete extensive advisor, leadership, communication, and financial planning training; observe and practice client presentations; assist with financial plans, tax reports, presentations, and routine client service; and prepare for Life and Health Insurance and Series 65 exams.

Supports marketing strategy and optimization across twelve marketing funnels, including workshops, broadcast media, podcasts, YouTube, and published books. Attends meetings with marketing leadership, identifies growth opportunities, prepares marketing performance reports and dashboards, and helps align marketing initiatives with operational and business objectives while representing company values.

Sales Interns complete Peak’s advisor and client-service training, leadership bootcamp, and additional intern training. Responsibilities include participating in advisor training, observing client sessions, practicing financial presentations through mock client representatives, and developing professional and leadership skills within a fast-growing financial planning startup.

Supports bookkeeping, financial data entry, bank reconciliations, invoice tracking, reporting, budgeting, expense management, revenue analysis, client billing records, and KPI tracking. Prepares financial reports, assists with quarterly and annual reporting and tax preparation, coordinates with finance leaders and external accountants, and helps improve scalable financial systems and processes.

The Office Lead welcomes clients, oversees daily office administration, manages administrative staff accountability and development, maintains supplies and vendor relationships, handles scanning, data entry, and paperwork, supports events, and keeps the office clean and client-ready. The role also provides miscellaneous administrative support to advisors so they can focus on clients.

Prepare individual and business tax returns, provide tax planning support, explain client tax obligations, maintain compliance with federal and state regulations, track tax-law updates, coordinate with accountants and legal professionals, support audits, and improve internal tax systems and efficiency.

Own end-to-end editing and post-production for YouTube videos, social media content, ads, podcast clips, client education, and internal training. Maintain consistent brand identity, organize footage and project assets, collaborate with marketing, advisors, and leadership, contribute creative input on scripts and shot selection, optimize videos for multiple platforms, and apply current video engagement trends.

Develop, launch, optimize, and report on paid advertising campaigns across YouTube, Instagram, Facebook, LinkedIn, and other digital platforms. Conduct keyword research, audience targeting, and A/B testing; monitor budgets, performance metrics, and conversions; provide actionable insights; track platform and algorithm updates; and collaborate with Marketing on ad messaging and visuals.

Create graphics for brochures, event flyers, digital ads, social media, YouTube thumbnails, email campaigns, internal documents, and presentations. Maintain brand consistency, refine existing assets, collaborate with marketing and leadership on visual campaigns, handle quick-turn design requests, and recommend improvements based on current design trends.

Collects and analyzes internal and external data to identify trends, opportunities, and risks. Develops dashboards, reports, and visualizations for leadership; monitors KPIs; partners with advisors to answer business questions; and supports strategic planning through forecasting, modeling, and scenario analysis.

Prepare individual and business tax returns, ensure compliance with tax laws and deadlines, advise clients on tax obligations and refunds, collaborate with financial advisors on tax strategy, manage audits and complex tax matters, maintain current tax-policy knowledge, coordinate with external professionals, and improve internal tax-operation systems.

Supports break-fix IT solutions, data and systems administration, web design, and workflow automation using tools such as Zapier, Salesforce Flow, and Make. Works closely with leadership through mentorship and training while pursuing professional and industry certification development. The role also includes participation in personal and professional growth experiences within a fast-growing financial planning startup.

Create, design, schedule, and optimize email campaigns in Salesforce Account Engagement. Build engagement journeys, automation rules, lead scoring, landing pages, forms, and event sequences. Segment and maintain contact data, suppression lists, and compliance standards. Conduct A/B testing, monitor campaign performance, support digital marketing content, and collaborate with advisors and operations to ensure accurate, consistent messaging.