Teams at Peak Retirement Planning, Inc.

Entry-level financial planning role for a 2027 college graduate. The hire receives extensive advisor training and mentorship, pursues Series 65, Life & Health, CFP, and potentially CKA credentials, and progresses toward client-facing financial advising. No prior experience or prospecting is required. The role emphasizes high performance, teamwork, client service, startup commitment, and long-term professional growth.

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.