Teams 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.