[Hiring] Associate Financial Planner @Peak Financial Planning

Role Description

Peak Financial Planning is hiring an Associate Financial Planner. This is a technical seat on our planning team, built to grow into a full Financial Planner role in about a year. No sales quota. No prospecting. No client book. You'll take the foundation you already have and build real retirement income planning expertise on top of it.

What You'll Be Doing

• Enter and organize client data accurately in IncomeLab, Holistiplan, and HubSpot.
• Set up new client plans in IncomeLab, from account structure through initial projections.
• Gather and reconcile investment and account information across Altruist and client-provided statements.
• Run analysis in the software: retirement projections, tax scenarios, Roth conversion comparisons, Social Security timing.
• Prepare materials that support advisor prep for Peak's planning meetings.
• Flag missing data, inconsistencies, and open questions before they reach a planner or a client.
• Work inside Peak's planning checklists, SOPs, and QA process.

What the First Six Months Actually Look Like

Most of your time will go to data entry, account setup, and learning our systems and software. You'll do the same types of tasks day after day. The work is detailed, time-consuming, and it has to be right.

What You Get in Return

• Join team calls and trainings every day with planners and advisors.
• Contribute to real retirement income decisions.
• Advancement based on what you can do, not how long you've been here.

The Path to Financial Planner

The target is promotion to Financial Planner within about 12-18 months. Promotion is earned through clear milestones centered around speed and quality, as well as team and client impact.

Who This Is For

• You have 1 to 2 years in financial services and know the basics.
• You care deeply about details and inputs.
• You want depth and understanding of why a plan works.
• You're enrolled in, or ready to start, a CFP Board-registered education program.

Requirements

• 1 to 2 years of experience in financial services: RIA operations, paraplanning, custodian service, tax preparation, or closely related work.
• Working knowledge of account types, custodial paperwork, and client financial data.
• Currently pursuing CFP education, or committed to enrolling.
• High attention to detail. Small errors in planning compound.
• Able to work efficiently and accurately through repetitive, detail-heavy tasks during an extended training period.
• Strong spreadsheet skills and comfort learning new software quickly.
• Clear written communication.
• Coachable. You want feedback and you act on it.
• Self-directed enough to work remotely and manage your own time.
• Experience using various financial planning software.
• Nice to have: experience using IncomeLab, Holistiplan, Nitrogen/Riskalyze; experience at a planning-focused or fee-only firm.

Benefits

• Benefits per firm policy, including employer health insurance contribution and 401(k) match.
• CFP education reimbursement at your one-year mark with the firm.
• Clear path to Financial Planner within about 12 months, with compensation moving into the Financial Planner band.

Compensation and Logistics

• Full-time, W-2, 40 hours/week. Participation in daily team calls and training is expected.
• Fully remote within the United States. Occasional in-person team meetups.
• Salary: $72,000.

How to Apply

This is a two-step process.

• Step 1: Apply through the job posting.
• Step 2: If selected to continue, you will receive an email and text message requesting three video answers in Breezy. Each answer is limited to 60 seconds. Complete all three within 24 hours of the request.