Top Tech Jobs & Startup Jobs

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.

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.