Jobs at Peak Retirement Planning, Inc.

Support the CEO by managing calendars and email, coordinating travel, handling occasional personal errands, and maintaining accurate financial records and firm documentation. The role requires ownership of miscellaneous tasks, continuous attention to executive needs, and a high level of service, initiative, teamwork, and commitment in a fast-growing startup environment.

The Marketing Director will lead marketing strategy to grow the client base and expand the company’s national brand. Responsibilities include optimizing marketing funnels, identifying growth opportunities, implementing new systems and software, creating executive reports and dashboards, training the marketing team, and conducting quarterly performance and coaching reviews.

Manage early-stage hiring activities, review and track applications, support onboarding and offboarding, maintain compliant HR documentation, monitor hiring data and HR KPIs, and help new employees succeed. The role requires knowledge of state and federal labor laws and a strong alignment with the company’s high-performance, team-oriented culture.

Supports financial advisors by preparing financial plans, tax reports, and meeting presentations; attends client meetings to provide real-time assistance; handles administrative tasks that improve advisor productivity. The role includes extensive mentorship and training toward becoming a financial planner, requires pursuing CFP certification, and may involve earning Series 65, Life and Health, and CKA credentials. No prior experience is required, and the position focuses exclusively on client service rather than sales.

Greet clients, handle phone calls, complete administrative tasks, manage office supplies, prepare client correspondence, support events, maintain a presentation-ready office, and handle miscellaneous tasks for financial advisors.

Develop and enhance marketing strategies to attract prospective clients and grow Peak’s national brand. Manage twelve marketing funnels, including workshops, television, radio, podcasts, YouTube, and published books. Identify new growth opportunities, maintain accurate marketing performance reports and dashboards, collaborate with internal teams, align activities with business objectives, and demonstrate company values while pursuing continuous self-improvement.

Assists the in-house CPA with tax return preparation, basic tax research, IRS compliance verification, client document organization, client communications, and miscellaneous accounting tasks. The role is intended for candidates with no prior experience who are interested in pursuing CPA licensure and working in a fast-growing financial planning firm.

Provides personalized financial planning and ongoing client service. The role delivers recommendations, supports implementation, maintains long-term client relationships, and helps clients pursue financial goals. Administrative and operational work is handled by support teams, allowing the planner to focus on client advising. Candidates must obtain Series 65 and Life & Health licenses, hold or pursue CFP® certification, complete extensive training, and potentially pursue the CKA® credential. The role does not require prospecting or cold outreach.

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.

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.

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.