What are the responsibilities and job description for the Lead Financial Planner position at Peak Retirement Planning, Inc.?
We are a financial planning firm located in Columbus, Ohio. We are seeking a lead advisor looking to bring on clients to the firm and do workshops in the community for our firm. We pay for all marketing and have a marketing machine and appointments will be put on your calendar each week. You will also have the ability to work only with bringing-on clients. All other responsibilities will be delegated so you can do what you do best and give the utmost service to our clients.
Minimum Requirements:
- A Player
- Internal need to succeed
- Excited about our mission and fast growing firm
- Strong people skills and the ability to connect with prospects/clients
- Desire to obtain long-term employment
- Reliable with exceptional work ethic
- Professional
- Attain Series 65 and Life and Health
- Start training to become a CFP if you do not already have it
Please review this short video of our CEO Joe walking through our core foundations prior to applying, to ensure you are the right fit for our team:
https://youtu.be/hsV98VaCZrA
Job Type: Full-time
Pay: Up to $500,000.00 per year
Benefits:
- 401(k)
- Retirement plan
Schedule:
- Monday to Friday
Work Location: In person
Salary : $500,000
